Investment Philosophy
Our investment approach is guided by theory, backed by empirical evidence and unconstrained by traditional benchmarks.
INVESTING
How we invest
Our investment approach combines our capabilities to deliver complementary returns across a range of tailored investment solutions, all driven by the following principles.
Backed by empirical evidence
Our investment process builds on the principles of modern finance: diversification, understanding of sources of risk and return, and examination of market anomalies. We believe that efficient information processing, a scientific approach, combined with careful risk management can produce superior investment outcomes.

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

08/10/2023
Fulcrum completes climate-alignment of strategic equity allocation
Fulcrum Asset Management (Fulcrum) announces that the strategic equity component of its flagship diversified absolute return strategy is now fully climate-aligned.