About Us
We focus on providing investment solutions that are aligned with our clients’ risk appetite to deliver returns in the broadest range of market environments.
Delivering investment outcomes for clients that are complementary to returns from traditional equities and bonds.
About us
Our Firm
We are a global business which invests across all major asset classes and geographies and our investment process is unconstrained by benchmarks. Instead, it is disciplined by economic theory, empirical evidence, and pioneering risk management. Above all, we seek to deliver on our clients’ investment objectives, providing them with innovative, tailored solutions that are at the frontier of financial research.
Our focus is on uncovering investment opportunities wherever they are and our unconstrained universe gives the flexibility to implement what we observe as being the best investment strategies across time horizons, asset classes and regions. Discipline, repeatability, risk management, research and technology are at the core of our investment process and it is our aim to stay at the frontier of financial science to best serve the interest of our clients.
Our people are at the heart of our business and we pride ourselves on fostering a culture of openness, independent thinking, and inclusion. At Fulcrum, we are more than the sum of the parts.
About Us
Our History
Founded in 2004, we are an independently owned asset management firm headquartered in London with an additional office in New York.
PLEASE DO NOT TOUCH NEEDED FOR WIDGET FUNCTIONALITY
PLEASE DO NOT TOUCH NEEDED FOR WIDGET FUNCTIONALITY
PLEASE DO NOT TOUCH NEEDED FOR WIDGET FUNCTIONALITY
April 2004
January 2005
November 2007
September 2008
June 2011
2015
August 2015
May 2018
August 2020
Our Capabilities
Fulcrum has five core capabilities: Macro & Multi-Asset, Risk Premia, Alternative Solutions, Thematic Equities and Responsible Investing.
Founding Partners
Fulcrum was founded by Gavyn Davies and Andrew Stevens in 2004.
Andrew is a Founder of Fulcrum and now chairs the Fulcrum Alternative Strategies Investment Committee. Before establishing Fulcrum in 2004, Andrew was at Goldman Sachs (1992–2004) in the Equities then Investment Management Divisions, where he invested across all asset classes. Andrew has an MBA from Harvard Business School (1992) and a BA in Finance from Georgetown University (1988).
Gavyn is a Founder and the Executive Chairman of Fulcrum. Prior to Fulcrum, Gavyn was Chairman of the BBC from 2001. He joined Goldman Sachs in 1986 and became Partner in 1988 when he also became the Chief Economist as well as Chairman of the Research Department until he left in 2001. Gavyn was a member of H.M.Treasury Independent Forecasting Panel (1992-1997). He joined the Government’s Policy Unit as an Economist (1974) and was an Economic Policy Adviser to the British Prime Minister (1976-1979). Gavyn graduated in Economics from Cambridge in 1972 followed by two years of research at Oxford.
Investing
Investment Philosophy
Our investment approach is guided by theory, backed by empirical evidence and unconstrained by traditional benchmarks.
Recent News
Fulcrum completes climate-alignment of strategic equity allocation

Two strategic advisers added to Fulcrum’s Alternative Solutions team

Fulcrum’s Diversified Liquid Alternatives Fund celebrates five-year Milestone

Fulcrum bats for diversity announcing sponsorship with Middlesex Cricket

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 has an important role to play to create a more sustainable world.

Partnering with You
We have over 15 years of experience developing and delivering customised solutions, which includes a number of white labelled offerings, for our clients.