Investment Philosophy
Our investment approach is guided by theory, backed by empirical evidence and unconstrained by traditional benchmarks.
INVESTING
How we invest
Our investment approach combines our capabilities to deliver complementary returns across a range of tailored investment solutions, all driven by the following principles.
Guided by theory
We follow a disciplined and repeatable investment process to translate insights from economic and financial theory into real-world investment strategies.
Backed by empirical evidence
Our investment process builds on the principles of modern finance: diversification, understanding of sources of risk and return, and examination of market anomalies. We believe that efficient information processing, a scientific approach, combined with careful risk management can produce superior investment outcomes.
Unconstrained by traditional benchmarks
Our unconstrained investment approach allows us to think innovatively about achieving our clients' objectives by investing across time horizons, asset classes and regions.
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
03/02/2023
Lisa Gordon joins Fulcrum’s Management Board
Fulcrum Asset Management (Fulcrum) announces the appointment of experienced Board member, Lisa Gordon. Lisa joins Fulcrum as an independent advisor to the Board.