Welcome to Fulcrum

We are an independent asset manager with a single, cohesive investment team founded on an inquisitive, thoughtful and research-oriented culture.

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About us

At the Forefront of Investing

Our mission is to help our clients achieve their objectives by delivering innovative solutions at the frontier of financial research.

Investing

Our Capabilities

At Fulcrum we have five capabilities: Macro & Multi-Asset, Risk Premia, Alternative Solutions, Thematic Equities and Responsible Investing.

Temple

Macro &
Multi-Asset

Three Gears

Risk Premia

Shield

Alternative
Solutions

Connection to web

Thematic
Equities

Worldwide

Climate-Aligned
Investing

Recent News

02 März, 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.
03 November, 2022

What I bought last (DAR)

In a recent article in Trustnet Magazine, James Burns, Managing Partner at Evelyn Partners looks at Fulcrum's Diversified Absolute Return Strategy and how it can continue to deliver out solid returns even if market conditions remain tricky.
18 Oktober, 2022

Fulcrum unveils its new brand look and announces the appointment of Edward Osborne-Fardon as Marketing Director

Fulcrum Asset Management is pleased to announce the appointment of Edward Osborne-Fardon as Marketing Director, after joining as interim marketing consultant in July 2021
10 Oktober, 2022

An introduction with Fulcrum’s investment team

Chief Investment Officer, Suhail Shaikh talks briefly through Fulcrum's investment team and how it employs deep macro research as part of the overall investment process. 
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Investing

Investment Philosophy

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

Responsible Investment

Corporate Responsibility

At Fulcrum we strive to be a responsible business both in how we operate as a firm and how we manage our clients‘ investments. As a signatory to the UN PRI we have publicly stated our support for the integration of ESG risks in our investment process.

Latest Research

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14 March, 2023
Adjusting the resolution: reflections on the 2022 proxy season
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02 February, 2023
Buying is good, building is better
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19 December, 2022
UK economy lags G7 peers in post-pandemic recovery
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07 November, 2022
The role of short-selling
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24 September, 2022
Stars aligning for portfolio alignment
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23 May, 2022
Proxy Preview: Fulcrum’s votes at key AGMs this season