Welcome to Fulcrum

We are an independent asset manager with a single, cohesive investment team founded on an inquisitive, thoughtful and research-oriented culture.

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About us

At the Forefront of Investing

Our mission is to help our clients achieve their objectives by delivering innovative solutions at the frontier of financial research.

Investing

Our Capabilities

At Fulcrum we have five capabilities: Macro & Multi-Asset, Risk Premia, Alternative Solutions, Thematic Equities and Responsible Investing.

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Macro &
Multi-Asset

Three Gears

Risk Premia

Shield

Alternative
Solutions

Connection to web

Thematic
Equities

Worldwide

Responsible
Investing

Recent News

14 July, 2021

Fulcrum announces David Merton joining its Fulcrum Alternatives Team

We are delighted that David is joining us at this exciting stage of development for the team.
David Merton
10 June, 2021

Global Investor Statement to Governments on the Climate Crisis

Fulcrum has added its name to a letter by The Investor Agenda to governments on the climate crisis.
Earth
04 June, 2021

Webinar on Reflections & Innovations – Liquid Alternatives: 3 Years On

In this 3-year DLA anniversary webinar, the Fulcrum team shared their experiences in what’s been an eventful period since the Fund’s launch in May 2018.
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26 January, 2021

Fulcrum announces Matthew Wright promoted to Partner

Fulcrum is pleased to announce that Matthew Wright, Director of Sales and Marketing has been made a Partner of the business.
Matthew Wright

Investing

Investment Philosophy

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

Responsible Investment

Corporate Responsibility

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At Fulcrum we strive to be a responsible business both in how we operate as a firm and how we manage our clients’ investments. As a signatory to the UN PRI we have publicly stated our support for the integration of ESG risks in our investment process.

Latest Research

Thoughts on Responsible Investing in Alternatives
16 June, 2021
Thoughts on Responsible Investing in Alternatives
COVID-19 and Dispersion observations
08 June, 2021
COVID-19 and Dispersion observations
A few thoughts on Dispersion weighting schemes
08 June, 2021
A few thoughts on Dispersion weighting schemes
Equity Dispersion – the Greeks
08 June, 2021
Equity Dispersion – the Greeks
Addressing the ESG Conundrum in a Reflationary Scenario
08 March, 2021
Addressing the ESG Conundrum in a Reflationary Scenario
Global Government Bond Sell-Off: It’s for Real!
26 February, 2021
Global Government Bond Sell-Off: It’s for Real!