The TM Fulcrum Diversified Liquid Alternatives Fund (DLA) is an unconstrained, liquid portfolio investing across Real Assets, Alternative Credit and Diversifiers. The objective of the Fund is to generate returns of cash plus 4% per annum over rolling 5-year periods, net of fees, with volatility lower than equity markets.
Critical to the construct of DLA is the integration of Responsible Investing and our disciplined impartial approach to implementation.
We complete detailed research into investment ideas in a nimble fashion, investing through a carefully selected mix of fully active third-party managers, passive strategies and bespoke internally managed themes, which reflect global megatrends such as climate change, demographic shifts and the evolution of technology. There are no performance fees at any level across all investments and no additional layer of fees for internal strategies.
Listed Real Assets (40%)
Alternative Credit (40%)
Structured decision-making process via Investment Committee
Establish Strategic Mix of representative assets
Establish Five Key Ingredients for Competitive Advantage for external manager allocations
2) Experienced Risk Takers
3) Targeted Inefficiencies
4) Effective Controls and
5) Sustainability Policy & Approach
Explicit underwriting/scoring for each investment considered, based on Four Key Factors:
4) Terms & Conditions
Extensive Operational Due Diligence with veto power
Matt Roberts is the lead portfolio manager for DLA and is Head of the Fulcrum Alternative Solutions (FAS) team. DLA 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.
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