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Fulcrum Asset Management LLP
Fulcrum Asset Management LLP is an independent, employee-owned asset manager headquartered in London, UK. Founded in 2004, the firm employs around 101 professionals and is authorised and regulated by the FCA. It is registered with the SEC as a Registered Investment Adviser and with the CFTC as a Commodity Pool Operator. Fulcrum serves institutional investors and offers diversified investment capabilities including discretionary, alternative, and quantitative strategies, aiming to deliver robust returns and long-term client relationships.
Investment Strategy
Fulcrum employs a multi-strategy approach, providing discretionary, alternative, and quantitative investment solutions. Their discretionary strategies invest across a broad range of liquid markets to generate returns uncorrelated to broad market indices. Alternative solutions encompass liquid and illiquid assets, such as real estate, infrastructure, natural resources, alternative credit, private equity, and hedge funds. Their quantitative strategies leverage systematic global macro models, utilizing advanced econometric, asset pricing, and machine learning research. The firm emphasizes innovation, risk management, and sustainability to achieve consistent, risk-adjusted results for clients across varied market environments.
Latest 13F Filing Activity
Fulcrum Asset Management LLP filed their most recent 13F report on Jun 30, 2025 disclosing 98 equity positions with a total 13F market value of $130M. The fund increased holdings in Nvidia Corp., Microsoft Corp. Comp, Amazon.com Inc. Comp among other positions. Fulcrum Asset Management LLP reduced exposure to Denison Mines Corp. Comp, Semrush Holdings Inc-a Comp, Nexgen Energy LTD Comp among others.
Top Holdings
Equity Positions (98)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORP | 11.51% | $15.0M | 94,745 | $157.99 | $157.99 | +$15.0M |
M MSFT | MICROSOFT CORP COMP | 8.81% | $11.5M | 23,037 | $497.41 | $497.41 | +$11.5M |
A AMZN | AMAZON.COM INC COMP | 5.21% | $6.8M | 30,914 | $219.39 | $219.39 | +$6.8M |
A AVGO | BROADCOM INC COMP | 5.04% | $6.6M | 23,771 | $275.65 | $275.65 | +$6.6M |
J JPM | JPMORGAN CHASE & CO | 3.32% | $4.3M | 14,914 | $289.91 | $289.91 | +$4.3M |
Industry Allocation
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