Fulcrum is an independent asset manager founded by Andrew Stevens and Gavyn Davies in 2004. Today, Fulcrum has a team of over 70 employees, with 10 partners, managing assets of £4bn. dVAM DLA is run by the Fulcrum Alternative Strategies (FAS) Team. FAS develops solutions that are designed to offer diversification from core bond and equity markets. The team members have experience of managing portfolios of third party long-only and liquid alternatives strategies since the beginning of the millennium and Fulcrum first offered externally selected liquid alternatives strategies in 2007.

 

Investment Team – Fulcrum Alternative Strategies

 

Matt Roberts, CFA, Portfolio Manager, Real Assets.

Matt has been at Fulcrum Asset Management from 2018 and is a member of the Fulcrum Alternative Strategies Investment Committee. Previously he worked at Willis Towers Watson as a portfolio manager for Towers Watson Partners Fund (2014-2017) and as Manager Researcher from 2005-2013.

Meera Patel, CFA, Assistant Portfolio Manager, Real Assets.

Meera has been at Fulcrum Asset Management from 2018. She previously worked at Dimensional Fund Advisors in Equites in 2017. Before this, she was a Senior Analyst at Willis Towers Watson from 2013-2016 and has been a CFA charterholder since 2017.

 

Mark Horne, CFA, Alternative Credit.

Mark has worked at Fulcrum Asset Management since 2018 and is a Member of the Fulcrum Alternative Strategies Investment Committee. Before this, he worked as an Independent Consultant in Asset Management (2013-2017) and as a Manager Researcher at Willis Towers Watson from 2008 – 2013.

Nathan Peters, CAIA, Portfolio Manager, Diversifiers.

Nathan has been at Fulcrum Asset Management since 2011 and is also a member of the Fulcrum Alternative Strategies Investment Committee. Previously he worked at Turnstone Asset Management as a Senior Investment Manager from 2010-2011. Before this he was a Vice-President at Robeco-Sage Capital Management from 2002 to 2008.

James Haworth-Booth, FCA, Operational Due Diligence.

James has been working at Fulcrum Asset Management since 2015, previously being the Director of Operational Due Diligence at Gottex Asset Management (formerly EIM) from 2013-2015. From 2006 to 2013 he was Head of Operational Due Diligence at Key Asset Management. He has a total of 18 years’ industry experience.

Natalia Chmielewska, Fund Analyst.

Natalia has been at Fulcrum Asset Management since 2018, having previousyu been a Fund Analyst at Amundi in 2017. She has passed her CFA Level 2 as well as having obtained an MSc in Finance and Strategy from Sciences Po in Paris.

We transform challenges into solutions to help protect your capital and reach your investment objectives.
Our main focus is to create an investment strategy that delivers a result and value appropriate for you.

We transform challenges into solutions to help protect your capital and reach your investment objectives.
Our main focus is to create an investment strategy that delivers a result and value appropriate for you.

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