- Income: Fund is meeting a specific investor need with a well targeted portfolio structure
- Quality and Stability of Team: we are an experienced and stable team that has worked together for nearly two decades
- Repeatable Process: we follow a robust and dynamic investment process that is not reliant on luck
- Performance Focus: we have delivered strong risk-adjusted returns with a low correlation to equities
- Portfolio Breadth: our approach is highly diversified across strategies, time horizons, asset classes and geographies
- Effective Risk Management: our risk-management process seeks to deliver return asymmetry
- Culture of Excellence: we are at the knowledge frontier in all areas that impact our investment strategies
While many investors have historically generated their income from traditional long only balanced portfolios, there is a move to funds looking to generate income from a much more diversified asset base. The Income Fund generates part of its income from bond coupons and equity dividends with the balance being generated through option premia. We have nearly two decades of experience of in such strategies and the Fund has navigated the past periods of volatility with particular attention to avoiding the obvious risks.
Three Building Blocks
Fulcrum’s Senior Investment Team is responsible for setting the investment strategy and they are supported by a team of economists, strategists and analysts who regularly assess the economic environment, market valuations, behavioural biases and the political landscape.
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.
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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