Idea Generation (the Why)
Proof of Concept (the How)
Review by Investment Committee
Implementation into the Fund
Investing based on temperature alignment
The Fund is managed by the Fulcrum Equity Team, led by Fawaz Chaudhry. In addition, for impact management and engagement the team is supported by Matthew Roberts, Chair of Fulcrum’s Responsible Investment Committee. Deputy-CIO, Nabeel Abdoula, provides strategic direction in terms of engagement with the environmental scientists, developing an ever deeper understanding of the data set and to ensure the Fund is one that can be used to gain broad exposure to global equities.
Fawaz Chaudhry joined Fulcrum in 2017 and, as Head of Equities, is responsible for building the firm’s equity capability. A key member of the broader investment team, Fawaz is also the lead portfolio manager for the Fulcrum Thematic Equity Market Neutral Fund and Fulcrum Climate Change Fund. Prior to joining Fulcrum, Fawaz spent over fifteen years developing his long-term, thematic investment approach, including at Hadron Capital and Moore Capital.
Nabeel is Deputy CIO and a member of the Fulcrum Investment Team. Prior to joining Fulcrum in 2011 Nabeel worked at Goldman Sachs for four years in the Investment Strategy Group. Nabeel graduated from Warwick University in 2007 with a BSc in Mathematics, Operational Research, Statistics and Economics. He has been a CFA charterholder since 2011.
If you have any questions, do contact us and we would be happy to have a chat.
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