Fulcrum is a macro driven investor focused on the global economy and the business cycle. We seek to achieve a high degree of diversification by investing in multiple asset classes on a global basis. Our investment process is driven by the Fulcrum Investment Team and their process is dominated by top-down analysis.
Our core beliefs relating to multi-asset investing are a dual focus on diversification and risk management. We offer funds across discretionary, systematic and alternative strategies and the asset classes and investment strategy will vary between these. We believe as a firm that considering E, S and G risks can contribute to improved risk-adjusted return and integrate this in the investment processes where relevant.
Fulcrum has given careful consideration to how responsible investment impacts its involvement in and responsibility to the financial markets. Where we hold direct equities, we attempt to map the holding's impact and where we are invested in the derivatives market we consider how these investments might affect the underlying market.