Investment Philosophy

Our investment approach is guided by theory, backed by empirical evidence and unconstrained by traditional benchmarks.

Responsible Investing

Corporate Responsibility

Fulcrum give considerable thought into how we can be a responsible investor and invest in-line with clients’ sustainability objectives. We are aware of the challenges facing the natural environment and believe that financial markets have an important role to play in creating a more sustainable world.

Latest News

11/20/2021
Fulcrum Equity Dispersion Webinar
We hosted a webinar as part of the Kepler Strategy month, where we presented the Fulcrum Equity Dispersion Fund.