Fulcrum Alternative Managers (FAM) is our longest-running multi-manager solution, with a continuous track record of more than a decade. Offered via a weekly dealing UCITS structure, its objective is to generate a return of Cash + 3-5% over rolling 5-year periods with a volatility of 3-5% and an equity beta below 0.2. We allocate exclusively to liquid UCITS hedge funds and negotiate aligned outcome-based fee structures with established teams seeking to launch new funds.
This results in a targeted portfolio of 15-20 fund holdings across Equity Long/Short, Relative Value, Event Driven, Systematic and Discretionary Macro strategies. We believe clients should not pay more than 30% of gross alpha in fees and focus our extensive qualitative and quantitative research process on achieving this goal while meeting our risk and return targets.
Global ucits fund managers
- Provides innovative exposure to diversifying skill-based strategies
- We pursue “first mover advantage” by seeding new UCITS funds from established teams
- Competitive outcome-based fee structures
- UCITS governance: liquidity, risk management and transparency
Structured decision-making process via Investment Committee
Establish Five Key Ingredients for Competitive Advantage:
2) Experienced Risk Takers
3) Targeted Inefficiencies
4) Effective Controls and
5) Sustainability Policy & Approach
Explicit underwriting/scoring for each investment based on Four Key Factors:
4) Terms & Conditions
Extensive Operational Due Diligence with veto power
Continuous daily monitoring vs. our expected path of returns
Matthew Roberts is the lead portfolio manager for FAM and is Head of the Fulcrum Alternative Solutions (FAS) team. FAM is overseen by the FAS Investment Committee.
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.
If you have any questions, do contact us and we would be happy to have a chat.
Sign up to email subscriptions
We would like to share with you thought pieces, macro commentary and investment strategy research.