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Capabilities

Capabilities

Fulcrum is an independently owned asset management firm with five core capabilities: Macro & Multi-Asset, Risk Premia, Alternative Solutions, Thematic Equities and Responsible Investing.

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Temple
Macro &
Multi-Asset
Three Gears
Risk Premia
Shield
Alternative
Solutions
Connection to web
Thematic
Equities
Worldwide
Responsible
Investing
Funds
Research
Fulcrum Blog
Bitcoin has ambitions for gold’s role
11 January, 2021
Bitcoin has ambitions for gold’s role
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White Papers
Thoughts on Responsible Investing in Alternatives
16 June, 2021
Thoughts on Responsible Investing in Alternatives
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Academic Research
Unconventional Monetary Policy and the Portfolio Choice of International Mutual Funds
01 January, 2021
Unconventional Monetary Policy and the Portfolio Choice of International Mutual Funds
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Investing with us
Investing with us
Investing with us

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.

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Fund Literature Library
Fund Literature Library

We have a range of funds designed to reflect our clients’ risk appetite and to deliver returns in the broadest range of market environments.

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Important Information
Important Information

We have made available a range of regulatory documentation for your convenience.

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About us
News
News

Recent news from Fulcrum, including product launches, and corporate anouncements.

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About Us
About Us

Fulcrum is a global asset manager focused on uncovering investment opportunities wherever they are.

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Investment Philosophy
Investment Philosophy

In search of investment opportunities, wherever they are. Guided by economic theory, backed by empirical research and committed to delivering on our clients’ objectives

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Corporate Responsibility
Corporate Responsibility

Fulcrum has made a firm commitment to being a responsible investor and to actively consider clients’ sustainability objectives.

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Our People
Our People

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.

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Partnering with You
Partnering with You

Fulcrum offers a range of compelling investment capabilities, and has over 15 years of experience developing and delivering customised solutions for our clients.

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Contact us

Our People

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 Investment Team
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Fulcrum Investment Team
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Gino Cenedese
Gino Cendese
Senior Economist
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Gino Cenedese
Gino Cendese
Senior Economist
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Matthew Roberts
Matthew Roberts
Head of Fulcrum Alternative Solutions
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Matthew Roberts
Matthew Roberts
Head of Fulcrum Alternative Solutions

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.

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Howard Fryer
UK Wholesale Relationships
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Howard Fryer
UK Wholesale Relationships
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Tomomi Guillochon
Investor Relations
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Team member placeholder
Tomomi Guillochon
Investor Relations
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Natalia Chmielewska
Natalia Chmielewska
Director
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Natalia Chmielewska
Natalia Chmielewska
Director
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Oyetola Oyeleye
Oyetola Oyeleye
Senior Researcher
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Oyetola Oyeleye
Oyetola Oyeleye
Senior Researcher
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Tetsuaki Take
Tetsuaki Take
Head of Japanese Distribution
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Tetsuaki Take
Tetsuaki Take
Head of Japanese Distribution
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Stephen Crewe
Stephen Crewe
Portfolio Manager
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Stephen Crewe
Stephen Crewe
Portfolio Manager

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.

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Shiwen Gao
Shiwen Gao
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Shiwen Gao
Shiwen Gao
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Severine Desrosiers
Severine Desrosiers
Investment Support
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Severine Desrosiers
Severine Desrosiers
Investment Support
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Rachel Cordes
Rachel Cordes
Marketing Executive
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Rachel Cordes
Rachel Cordes
Marketing Executive
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Philip Strother
Philip Strother
Head of Portfolio Engineering
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Philip Strother
Philip Strother
Head of Portfolio Engineering
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Paul Seaton
Paul Seaton
Head of North America Distribution
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Paul Seaton
Paul Seaton
Head of North America Distribution
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Panos Defas
Panos Dafas
Head of Systematic Research
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Panos Defas
Panos Dafas
Head of Systematic Research
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