Fulcrum Diversified Absolute Return:

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.

About Us:

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 Stevens, Co-Founder

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 Davies, Co-Founder

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 firm’s 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. John’s College, Cambridge in 1972. This was followed by two years of research at Balliol College Oxford. He joined the Government’s Policy Unit as an Economist (1974) and was an Economic Policy Adviser to the British Prime Minister (1976-1979).

Suhail Shaikh, Chief Investment Officer

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.