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
Investment Objective: The Sub-Fund seeks to achieve long-term absolute returns of 3% to 5% over the SOFR interest rate in all market conditions over rolling five-year annualised periods, with lower volatility than equity markets. In doing so the Sub-Fund aims to achieve a positive return on a rolling three-year basis. However, a positive return is not guaranteed, and a capital loss may occur.
Other Strategies
- Climate Change
- Diversified Liquid Alternatives
- Equity Dispersion
- Income
- Multi Asset Trend
- Thematic Equity Market Neutral
Varied, depending on jurisdiction. Also available as separately managed accounts
About Fulcrum
About Fulcrum
Fulcrum is an innovative, independent asset manager investing across all major asset classes and geographies. Ultimately, Fulcrum’s aim is to deliver on clients’ investment objectives, providing a range of innovative solutions that put macroeconomic research at the heart. Fulcrum are not only disciplined by economic theory and empirical evidence, but also stringent risk management which is a vital component of their success.
Fulcrum’s focus is on uncovering investment opportunities wherever they are; their unconstrained investment universe provides the flexibility to implement what they observe as being the best investment strategies.
Founded in 2004 Fulcrum now comprises over 90 people across the globe and is large enough to enjoy the economies of scale and breadth of expertise but nimble enough to be able to respond quickly to market events or alter course when opportunity arises.
- 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 $9.4bn (as at 28th February 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.
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