Investment Philosophy

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

Responsible Investing

Corporate Responsibility

Fulcrum give considerable thought into how we can be a responsible investor and invest in-line with clients’ sustainability objectives. We are aware of the challenges facing the natural environment and believe that financial markets have an important role to play in creating a more sustainable world.

Latest News

11/03/2022
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.