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The Analytical Edge

Our investment approach is rooted in academic rigour and analytical tenacity. We believe that a team-based, collaborative approach where ideas are debated and challenged leads to the most effective capital allocation decisions.

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Combining Fundamental & Behavioural Analysis

Fulcrum combines fundamental research of the global economy with behavioural analysis of markets. Fundamental analysis is key to successfully investing through long-term economic cycles, understanding global monetary policy and, in essence, assessing whether markets are cheap or expensive.

 

For a complete view of financial markets, this fundamental research must be combined with behavioural analysis of markets to balance long-term economic and investment cycles with market activity and opportunity.

 

Fulcrum’s research tools are used to inform, influence and build our investment portfolios. Our structured research process and the breadth of the Fulcrum Investment Team enable us to translate our global views into investment positions.

Key Characteristics

PROPRIETARY RESEARCH

We have technically skilled teams of macro economists, strategists and asset class specialists using proprietary data-modelling systems, allowing real-time pricing, valuation and econometric interpretation of market information.

PORTFOLIO CONSTRUCTION

Portfolio ideas and holdings are rigorously debated by the Fulcrum Investment Team. Our team’s technical expertise in constructing portfolios and managing risk ensures we are at the cutting edge of discretionary investing across multiple asset classes.

RISK MANAGEMENT

Disciplined risk management is embedded in our investment philosophy. We use multiple sources of diversification and have strict risk and position limits in portfolios. We constantly review key macro and political risks, correlations between investments and portfolio hedges.