Our Thematic Investment capability seeks to translate megatrends that are reshaping our socioeconomic environment (and their second and third-order effects) into targeted exposures to specific themes by applying a global cross-sector lens. Our approach consists of aiming to identify both the winners and the losers of those structural changes while managing overall sensitivity to global equities and mitigating stock-specific risks through diversification.
We strive to provide investors with a differentiated portfolio, allowing us to cut through short-term noise and benefit from long-term opportunities.
- Thematic, fundamental, discretionary investing in equities
- Genuinely long-term investment horizon
- Highly liquid
- Broadly diversified across both geographies and industries
Fulcrum Thematic Equity Market Neutral Fund
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