Fulcrum is an independently owned asset management firm with five core capabilities: Macro & Multi-Asset, Risk Premia, Alternative Solutions, Thematic Equities, and Climate-Aligned Investing.
We have a strong history of working with clients on segregated client solutions as well as pooled funds and our focus is on providing exceptional client service to help you meet your investment aims.
We have made available a range of regulatory documentation for your convenience.
Fulcrum is an experienced, stable, multi-disciplinary team whose senior members have complementary strengths and are supported by a strong team of research investment professionals.
Fulcrum offers a range of compelling investment capabilities, but is open to partnership solutions.
Fulcrum is an experienced, stable, multi-disciplinary team whose senior members have complementary strengths and are supported by a strong team of research investment professionals.
Matthew is Head of Fulcrum Alternative Solutions. Before joining Fulcrum in 2018 to run Fulcrum Alternative Solutions, Matthew had been a Portfolio Manager for the Towers Watson Partners Fund since 2014 and before that a manager researcher in fixed income, hedge funds and other alternatives since 2005. Matthew holds a BSc in Economics and Finance (2005) from University of Bristol. He has been a CFA charterholder since 2009.
Stephen Crewe joined Fulcrum in 2013. He is the lead portfolio manager for our Fulcrum Income Fund and Fulcrum Equity Dispersion Fund, in addition to being an integral member of the broader investment team, where his focus is on volatility strategies. Prior to joining Fulcrum, Stephen spent over two decades with F&C/BMO as Director of Alternatives.
Phil Strother joined Fulcrum in 2015. He heads up the Portfolio Engineering team and is co-portfolio manager on the Fulcrum Multi-Asset Trend Fund and the Fulcrum Risk Premia Fund. With over 20 years’ investment experience, Phil has previously worked at AHL, COMAC Capital, JPMorgan and BNP Paribas. Phil holds a Ph.D. in Physics from Imperial College London and an M.Sc. in Finance from the London Business School.
We would like to share with you thought pieces, macro commentary and investment strategy research.
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