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Fulcrum Investment Company Limited

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Fulcrum Asset Management is a global investment management firm headquartered in London, specializing in a range of alternative and traditional investment strategies. Established in 2004, the company has grown to manage a significant portfolio for institutional and wholesale clients across the globe. A key characteristic of Fulcrum is its focus on a research-driven, macroeconomic approach to investing. The firm employs a substantial team of economists, strategists, and portfolio managers who analyze global economic trends and market dynamics to identify investment opportunities. This research underpins their investment process, allowing them to construct portfolios designed to deliver consistent, risk-adjusted returns. Fulcrum’s investment strategies span several asset classes and investment styles. They are particularly known for their expertise in systematic strategies, which leverage quantitative models and data analysis to exploit market inefficiencies. These strategies often involve sophisticated trading techniques and a focus on identifying patterns and trends in market data. Beyond systematic approaches, Fulcrum also offers discretionary investment strategies, where portfolio managers actively make investment decisions based on their market outlook and fundamental research. The firm’s product offerings include a variety of funds and managed accounts. These cover a range of investment objectives, including absolute return, income generation, and capital appreciation. They offer strategies in areas such as global macro, fixed income, equity, and multi-asset investing. Fulcrum also caters to specific client needs by providing customized investment solutions tailored to their individual risk tolerance, return objectives, and investment horizons. Fulcrum distinguishes itself through its robust risk management framework. They place significant emphasis on identifying, measuring, and managing risk across all investment strategies. This involves utilizing sophisticated risk models and implementing strict risk controls to mitigate potential losses and protect client capital. The risk management team operates independently from the portfolio management team, ensuring objectivity and oversight. The company’s commitment to sustainability is also noteworthy. Fulcrum integrates Environmental, Social, and Governance (ESG) factors into its investment process, acknowledging the importance of responsible investing. They consider ESG criteria in their research and portfolio construction, aiming to align investments with sustainable business practices and contribute to positive social and environmental outcomes. Furthermore, Fulcrum boasts a team of experienced investment professionals with diverse backgrounds and expertise. This diverse team fosters a collaborative and intellectually stimulating environment, enabling them to generate innovative investment ideas and deliver superior results for their clients. The firm also invests in ongoing training and development to ensure its professionals stay at the forefront of the investment industry. In conclusion, Fulcrum Asset Management stands out as a research-driven investment firm with a global reach, a comprehensive range of investment strategies, and a strong commitment to risk management and sustainability. Their macroeconomic approach, coupled with their systematic and discretionary investment capabilities, positions them as a significant player in the asset management landscape.

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