Our company.

Fulcrum is a highly innovative, independent asset manager. Our heritage in macro strategies and research remains central to our business today and we have gradually evolved to have three principle capabilities: Discretionary Strategies, Alternative Solutions and Quantitative Strategies.

All three are underpinned by our belief in investment innovation and supported by our macro foundations. As partners we developed our mission statement together to reflect the importance of our clients and the integrity of our investment approach: “Guided by innovative research, a disciplined investment process and effective risk management, we aim to be our clients’ most trusted long-term partner.”

In pursuit of excellence on behalf of our clients.

We believe in fostering an open and inclusive environment. We are inquisitive, thoughtful and research oriented in the pursuit of excellence on behalf of our clients. Our culture encourages us to question the status quo.

We are a partnership, large enough to enjoy economies of scale and a breadth of expertise, but equally nimble enough to be able to respond quickly to market events or to adapt to new opportunities. Innovation remains a key part of our ethos and our roots in macroeconomic research provide a firm foundation for our investment thinking.

2004

Founded in

3

Offices in London, New York and Tokyo

100

person team with 40 investment professionals

7.5

AUM $ in bn

Our values.

Our five key values reflect the type of business we aspire to be – where every individual is appreciated and can meaningfully contribute to successful client outcomes. They inspire and influence us daily through how we work, how we interact with each other and through the enduring client relationships we build.

Excellence

Excellence

Aim to produce work of the highest quality

Strive for a repeatable, research-driven and evidence-based approach

Recognise our own limitations

Integrity

Integrity

Expect high ethical standards in everything we do

Believe our clients should pay little for beta

Innovation

Innovation

Challenge conventional wisdom and seek to expand the frontier of knowledge

Value reflection and continuous improvement

Collaboration

Collaboration

Believe in leveraging our collective knowledge to make better decisions

Foster an environment where team members feel supported and motivated

Sustainability

Sustainability

Invest responsibly with a particular focus on mitigating climate change

Meaningfully integrate environmental, social and governance considerations where appropriate

Commit to achieving multi-dimensional diversity in our workforce

    Excellence

    Excellence

    Aim to produce work of the highest quality

    Strive for a repeatable, research-driven and evidence-based approach

    Recognise our own limitations

    Integrity

    Integrity

    Expect high ethical standards in everything we do

    Believe our clients should pay little for beta

    Innovation

    Innovation

    Challenge conventional wisdom and seek to expand the frontier of knowledge

    Value reflection and continuous improvement

    Collaboration

    Collaboration

    Believe in leveraging our collective knowledge to make better decisions

    Foster an environment where team members feel supported and motivated

    Sustainability

    Sustainability

    Invest responsibly with a particular focus on mitigating climate change

    Meaningfully integrate environmental, social and governance considerations where appropriate

    Commit to achieving multi-dimensional diversity in our workforce

    Our people are at the heart of our business. We have an experienced, stable, multi-disciplinary team whose individuals have complementary strengths. At Fulcrum, we are more than the sum of our parts.

    Gavyn Davies

    Founder and Executive Chairman
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    Suhail Shaikh

    Chief Investment Officer
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    Joe Davidson

    Managing Partner & COO
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    Juan Antolin-Diaz

    Chief Research Officer
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    Fawaz Chaudhry

    Head of Equities
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    Lisa Gordon

    Independent Advisor
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    Andrew Stevens

    Founder
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    Andrew Bevan

    Economic Advisor
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      Gavyn Davies

      Founder and Executive Chairman
      Read Bio

      Suhail Shaikh

      Chief Investment Officer
      Read Bio

      Joe Davidson

      Managing Partner & COO
      Read Bio

      Juan Antolin-Diaz

      Chief Research Officer
      Read Bio

      Fawaz Chaudhry

      Head of Equities
      Read Bio

      Lisa Gordon

      Independent Advisor
      Read Bio

      Andrew Stevens

      Founder
      Read Bio

      Andrew Bevan

      Economic Advisor
      Read Bio

      A trusted partner.

      Since our formation in 2004 we have worked closely with a broad range of investors – in terms of size, geography, sector, and governance models – who have entrusted us to help them meet their financial goals.

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