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Investment Approach

Our investment expertise is understanding the drivers of asset class returns and quantifying investment risk.
Fulcrum's investment process and philosophy is designed to deliver stable outcomes for investors regardless of the direction of global financial markets.

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Components & Core

Investors can access Fulcrum’s investment strategies through a range of diversified, systematic and alternative solutions. All are valuable either as components of a diversified portfolio for wealth managers and institutions, or as a core holding in their own right.

OUR STRATEGIES

DISCRETIONARY 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.