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.”
We believe in fostering an open and inclusive environment. We are inquisitive, thoughtful and research oriented in the pursuit of excellence on behalf of our clients. Our culture encourages us to question the status quo.
We are a partnership, large enough to enjoy economies of scale and a breadth of expertise, but equally nimble enough to be able to respond quickly to market events or to adapt to new opportunities. Innovation remains a key part of our ethos and our roots in macroeconomic research provide a firm foundation for our investment thinking.
Founded in
Offices in London, New York and Tokyo
person team with 40 investment professionals
AUM $ in bn
Our five key values reflect the type of business we aspire to be – where every individual is appreciated and can meaningfully contribute to successful client outcomes. They inspire and influence us daily through how we work, how we interact with each other and through the enduring client relationships we build.
Aim to produce work of the highest quality
Strive for a repeatable, research-driven and evidence-based approach
Recognise our own limitations
Expect high ethical standards in everything we do
Believe our clients should pay little for beta
Challenge conventional wisdom and seek to expand the frontier of knowledge
Value reflection and continuous improvement
Believe in leveraging our collective knowledge to make better decisions
Foster an environment where team members feel supported and motivated
Invest responsibly with a particular focus on mitigating climate change
Meaningfully integrate environmental, social and governance considerations where appropriate
Commit to achieving multi-dimensional diversity in our workforce
Aim to produce work of the highest quality
Strive for a repeatable, research-driven and evidence-based approach
Recognise our own limitations
Expect high ethical standards in everything we do
Believe our clients should pay little for beta
Challenge conventional wisdom and seek to expand the frontier of knowledge
Value reflection and continuous improvement
Believe in leveraging our collective knowledge to make better decisions
Foster an environment where team members feel supported and motivated
Invest responsibly with a particular focus on mitigating climate change
Meaningfully integrate environmental, social and governance considerations where appropriate
Commit to achieving multi-dimensional diversity in our workforce
Our people are at the heart of our business. We have an experienced, stable, multi-disciplinary team whose individuals have complementary strengths. At Fulcrum, we are more than the sum of our parts.
Sign up to receive our latest macro insights and news.