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Fulcrum Asset Managers provide the expertise, technical virtuosity and portfolio solutions needed by the institutional investor community for actualizing their most intrepid investment objectives through optimization of financial market strategies.
The practitioner of this strategy will buy bonds that they expect to outperform in the market, while simultaneously taking short positions in bonds expected to underperform in the market.
The long-short credit strategy provides the investor with potential for returns from both rising and falling asset prices. It can also limit the damage during phases of major credit spread corrections. Previous cycles tell us that the credit markets can sail on calm waters for years but that when the weather breaks, the correction is usually quite harsh. For this reason, the benefits of the long-short credit spread yielded by investors relying on this style are quite welcome over one entire credit cycle.
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Pandemics and other global disasters have historically shifted economic, societal and cultural norms, and investment managers who ignore these disruptive factors do their clients a disservice.
We provide our clients with the rare opportunity to speak one-on-one with our asset managers and learn about their investment attitudes regarding change, diversity, inclusion, and the opportunities that these things bring about. Speak with our advisors and find out how changing trends may influence the investment returns in your portfolio.
Credit enhancement is an upgrade of the credit profile of a borrower or a financial structure.
Internal credit enhancements include techniques that support credit quality through the prioritization of cash flows that privilege senior tranches or classes of bonds over the more junior classes. Overcollateralization of financial structures helps by absorbing losses before they can impact the more senior classes of debt.
External credit enhancements raise credit ratings by providing third-party support through the purchase of surety bonds, which are insurance policies that provide insurer guarantees of payments of principal and interest obligations to bond investors.
Social responsibility is a self-regulatory practice whose aims are in alignment with societal goals and are actualized through ethically-oriented policies. Fulcrum asset managers strive to be good corporate citizens by conducting business dealings in a way that balance the needs of all stakeholders in our organization.
Institutional Investors include that class of money managment professionals who are: financial intermediaries, insurance firms, trust banks, endowments, familiy offices, foundations, certain employee benefit and qualified pension plans, investment companies, fund managers, Qualified Institutional Buyers (QIB) and registered investment advisers.
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