Fulcrum Diversified Absolute Return (DAR) is a multi-asset strategy that aims to produce long-term absolute returns in all market conditions over rolling five-year periods, with lower volatility than equity markets and in excess of inflation. Investments are sought with a focus on liquidity and are multi-asset in nature; with exposure across equity, fixed income, currency, and commodity markets globally.

Founded by Gavyn Davies and Andrew Stevens in 2004, Fulcrum Asset Management is an independently owned investment management company and the Advisor to the Fulcrum Diversified Absolute Return Fund. Our clients include institutions, pension funds, charities, endowments, families and private clients investing across a broad range of strategies.

Our disciplined investment process is driven by an experienced and stable multi-asset investment team with a long history of working together in a collaborative environment. We manage both absolute and relative return strategies across major liquid assets globally.

Headquartered in London with an additional office in New York, Fulcrum has over seventy employees, eight of whom are partners and own the firm.

Andrew is Chief Executive of Fulcrum, a member of the Fulcrum Investment Committee and Head of the Risk Committee. Previously, Andrew was at Goldman Sachs (1992-2004) in the Equities Division then Investment Management Division, where he invested across all asset classes. Andrew worked for Burns Fry in New York, Mergers & Acquisitions (1988-1990). Andrew has an MBA from Harvard Business School (1992) and a BA in Finance from Georgetown University (1988).

Gavyn is Chairman of Fulcrum and Head of the Fulcrum Investment Committee. Gavyn was Chairman of the BBC (British Broadcasting Corporation) from 2001-2004. He joined Goldman Sachs in 1986 and was a Partner from 1988 to 2001. He was also the firms Chief Economist over that period and Chairman of the Research Department. Gavyn was a member of H.M.Treasury Independent Forecasting Panel (1992-1997). He began as an Economist, first with Phillips and Drew (1979-1981) then Simon and Coates (1981-1986.) Gavyn graduated in Economics from St. Johns College, Cambridge in 1972. This was followed by two years of research at Balliol College Oxford. He joined the Governments Policy Unit as an Economist (1974) and was an Economic Policy Adviser to the British Prime Minister (1976-1979).

Suhail is Chief Investment Officer of Fulcrum and has been member of the Fulcrum Investment Committee since joining the firm in 2005. Prior to Fulcrum, Suhail spent five years within the Investment Management Division of Goldman Sachs, where he specialised in tactical asset allocation and portfolio construction. Suhail graduated from the London School of Economics in 2000 and has been a CFA charterholder since 2003.

Research is at the core of our investment process. Read commentary and insights from the Fulcrum Investment Team.

Diversification does not assure a profit nor protect against loss in a declining market.

The Fund is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

Investors should read and consider a funds investment objectives, risks, charges and expenses carefully before investing. To obtain a hardcopy of the funds prospectus, please call .

Mutual fund investing involves risk. Principal loss is possible. Absolute return strategies are not designed to outperform stocks and bonds during strong market rallies. Exposure to the commodities markets may subject the Fund to greater volatility than investments in traditional securities. The value of commodity-linked derivative investments may be affected by changes in overall market movements, commodity index volatility, changes in interest rates, or sectors affecting a particular industry or commodity, such as drought, floods, weather, embargoes, tariffs and international economic, political and regulatory developments. Derivatives involve special risks including correlation, counterparty, liquidity, operational, accounting and tax risks. These risks, in certain cases, may be greater than the risks presented by more traditional investments. The fund may use leverage which may exaggerate the effect of any increase or decrease in the value of portfolio securities or the Net Asset Value of the fund, and money borrowed will be subject to interest costs. The Fund invests in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. These risks are greater in emerging markets. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investment by the Fund in lower-rated and non-rated securities presents a greater risk of loss to principal and interest than higher-rated securities.

The Fulcrum Diversified Absolute Return Fund is distributed by Quasar Distributors, LLC.

© Fulcrum Asset Management. 2016. All Rights Reserved. All third party trademarks are hereby acknowledged.

© Fulcrum Asset Management LLP. 2019. All Rights Reserved. All third party trademarks are hereby acknowledged.

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