Guided by innovative macro research, a disciplined investment process and effective risk management, we aim to be our clients’ most trusted investment partner.
Founded in 2004
Strategies
Diversified Absolute Return
Fulcrum Diversified Absolute Return is a global multi-asset strategy that seeks to outperform bonds over rolling five-year periods while maintaining a similar standard deviation profile. Investing across equities, bonds, currencies and commodities, the fund combines complementary discretionary and systematic approaches designed to perform in different market environments.
Other Strategies
- Climate Change
- Diversified Liquid Alternatives
- Equity Dispersion
- Income
- Multi Asset Trend
- Thematic Equity Market Neutral
- Artificial Intelligence and Innovation
Varied, depending on jurisdiction. Also available as separately managed accounts
About Fulcrum
About Fulcrum
Fulcrum is a highly innovative, independent asset manager. Our heritage in macro strategies and research remains central to our business today and we have gradually evolved to have three principle capabilities: Discretionary Strategies, Alternative Solutions and Quantitative Strategies.
All three are underpinned by our belief in investment innovation and supported by our macro foundations. As partners we developed our mission statement together to reflect the importance of our clients and the integrity of our investment approach: “Guided by innovative research, a disciplined investment process and effective risk management, we aim to be our clients’ most trusted long-term partner."
- A disciplined balance of innovative research and leading risk management
- Offering clients returns that are complementary to traditional equities and bonds
- Diversified Absolute Return strategy launched in 2008
- Total assets under management over $10.1bn (as at 31st May 2026)
Committed to ESG
Committed to ESG
Fulcrum are strong supporters of initiatives that create a more sustainable world. Incorporating sustainability considerations into the investment decision making processes, where it is possible and sensible to do so, is an important step towards promoting environmentally and socially responsible practices in the finance industry.
Our Use of Cookies
We use cookies - the analytical kind, sadly not edible - to help personalise content, track visits to
our
website, and optimise your experience.
By continuing to browse the site you are agreeing to our
cookie
policy.