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.

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Cohesive Investment Team
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Our Inception

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

An independent asset management boutique, headquartered in London.

January 2005

Fulcrum Diversified Growth, a relative return, global multi-asset strategy, plays a key role in client portfolios from day one.

November 2007

Fulcrum Risk Premia, a focused range of multi-asset systematic investment strategies, launched to provide investors with access to uncorrelated sources of returns.

September 2008

Fulcrum Diversified Absolute Return launched, building on the success of Fulcrum Diversified Growth. Investing across a broad range of liquid investment markets its focus is on delivering investment outcomes that are independent of broad market returns.

June 2011

We open an office in New York to focus on servicing our growing base of US-domiciled investors.

2015

Fulcrum becomes signatory to the UN Principles for Responsible Investments.

August 2015

Additional fund vehicles are launched in two key institutional markets, Australia and the US, in specific response to client demand.

May 2018

The Fulcrum Alternative Solutions capability, focusing on real assets, alternative credit and diversifiers, launches the Fulcrum Diversified Liquid Alternatives Fund, with Global Real Assets and Real Assets Optimal launching shortly after for global client demand.

August 2020

The Summer of 2020 saw the launch of Fulcrum Climate Change, Fulcrum Thematic Equity Market Neutral and Fulcrum Equity Dispersion as standalone strategies having been part of our Diversified Absolute Return Strategy for three years, following client demand.
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Fulcrum Founded
Fulcrum Diversified Growth established
Inception of Fulcrum Risk Premia
Fulcrum Diversified Absolute Return launches
New York office opens
Responsible Investing
Fulcrum Diversified Absolute Return available in Australia and US
Fulcrum Alternative Solutions team established
Inauguration of three specialist equity funds

Our Capabilities

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

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Founding Partners

Fulcrum was founded by Gavyn Davies and Andrew Stevens in 2004.

Andrew Stevens
Founder
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Andrew Stevens
Founder

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).

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Gavyn Davies
Founder and Chairman
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Gavyn Davies
Founder and Chairman

Gavyn is a Founder and the 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.

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All Partners

Investing

Investment Philosophy

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

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Recent News

17 March, 2023

Square Mile – A Spotlight On: Investing in alternatives

The uncertain market backdrop and higher volatility seen in 2022 left many questioning the effectiveness of the traditional 60/40 portfolio and looking to other areas of the market for diversification, namely alternatives.
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02 March, 2023

Fulcrum wins best ESG Investment Fund (Climate-Alignment) at 2023 ESG Investing Awards

Fulcrum Asset Management (Fulcrum) is delighted to announce that its climate change fund has won the Best ESG Investment Fund, in the Climate Alignment thematic fund category at this year’s ESG Investing Awards.
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02 March, 2023

Lisa Gordon joins Fulcrum’s Management Board

Fulcrum Asset Management (Fulcrum) announces the appointment of experienced Board member, Lisa Gordon. Lisa joins Fulcrum as an independent advisor to the Board.
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19 January, 2023

Fulcrum appoints Australia head to bolster growth strategy

Fulcrum and its local distribution partner Ironbark Asset Management, are pleased to announce the appointment of Angus Carson to the role of Product Specialist and Country Head, Fulcrum Australia.
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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. 

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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.

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