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Fulcrum

We are focused on a concentrated fund range that harnesses our expertise in understanding the drivers of asset class returns and quantifying investment risk. Our investment strategies are based on establishing a dynamic balance between fluid markets and the risk tolerance and returns that our clients seek.

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Components & Core

Our investors can access Fulcrum’s investment strategies through a range of diversified multi-asset funds, single asset portfolios and alternative beta strategies. All are equally valuable either as components of a diversified portfolio for wealth managers and institutions, or a core holding in their own right.

OUR STRATEGIES

DIVERSIFIED STRATEGIES

Our diversified multi-asset strategies provide dynamic asset allocation solutions across equities, fixed income, currencies and alternative asset classes. We manage both relative and absolute return strategies.

SYSTEMATIC STRATEGIES

Fulcrum has been managing systematic strategies since 2007. Our understanding of the drivers of alternative beta is based on both our experience in systematic investing and our proprietary research.

ALTERNATIVE STRATEGIES

Fulcrum Alternative Strategies aims to make great investments across real assets, alternative credit and diversifiers. The team develops solutions that are designed to offer diversification from core bond and equity markets.