Fulcrum is an independently owned asset management firm with five core capabilities: Macro & Multi-Asset, Risk Premia, Alternative Solutions, Thematic Equities and Climate-Aligned Investing.
We have a strong history of working with clients on segregated client solutions as well as pooled funds and our focus is on providing exceptional client service to help you meet your investment aims.
We have a range of funds designed to reflect our clients’ risk appetite and to deliver returns in the broadest range of market environments.
We have been working in close partnership with a wide range of institutional investors since our formation in 2004. Clients are at the centre of everything we do, and we recognise and value the trust clients place in us to help them meet their investment objectives.
We focus on providing investment solutions that are aligned with our clients’ risk appetite to deliver returns in the broadest range of market environments.
Our investment approach is guided by theory, backed by empirical evidence and unconstrained by traditional benchmarks.
Fulcrum is an experienced, stable, multi-disciplinary team whose senior members have complementary strengths and are supported by a strong team of research investment professionals.
Fulcrum offers a range of compelling investment capabilities, and has over 15 years of experience developing and delivering customised solutions for our clients.
Fulcrum is an experienced, stable, multi-disciplinary team whose senior members have complementary strengths and are supported by a strong team of research investment professionals.
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.
Stephen Crewe joined Fulcrum in 2013. He is the lead portfolio manager for our Fulcrum Income Fund and Fulcrum Equity Dispersion Fund, in addition to being an integral member of the broader investment team, where his focus is on volatility strategies. Prior to joining Fulcrum, Stephen spent over two decades with F&C/BMO as Director of Alternatives.
Phil Strother joined Fulcrum in 2015. He heads up the Portfolio Engineering team and is co-portfolio manager on the Fulcrum Multi-Asset Trend Fund and the Fulcrum Risk Premia Fund. With over 20 years’ investment experience, Phil has previously worked at AHL, COMAC Capital, JPMorgan and BNP Paribas. Phil holds a Ph.D. in Physics from Imperial College London and an M.Sc. in Finance from the London Business School.
We would like to share with you thought pieces, macro commentary and investment strategy research.
Cookies are data files that are stored on your computer or other smart device by a website’s server. Each cookie is unique to your web browser. It will contain some anonymous information such as a unique identifier, website’s domain name, and some digits and numbers. Cookies are useful as they allow us to recognise a user’s device and its preferences in order to ensure that our website works properly. By continuing to use this website, you consent to the use of our cookies.
You can find out the different types of cookies used on our website in our Cookies and Data Privacy Policies.