Category: News

09/29/2023

Fulcrum’s Research Team influences NY Fed recent nowcasting

Federal Reserve Bank of New York economists gave the econometric version of a shoutout to Fulcrum Asset Management when they unveiled a revamped version of the bank’s real time GDP “nowcasting” model

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08/10/2023

Fulcrum completes climate-alignment of strategic equity allocation

Fulcrum Asset Management (Fulcrum) today announces that the strategic equity component of its flagship diversified absolute return strategy is now fully climate-aligned.

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

The Fulcrum Diversified Absolute Return Fund (the “Fund”) is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this website 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.

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Mutual fund investing involves risk. Principal loss is possible. There can be no assurance that the Fund’s investment objectives will be achieved. An investment in the Fund is not appropriate for all investors and is not intended to be a complete investment program. The Fund is designed as a long-term investment and not as a trading vehicle. Past performance is not indicative of future results.

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, leverage, operational, volatility, accounting and tax risks. These risks, in certain cases, may be greater than the risks presented by more traditional investments. Subject to the leverage limits of the Investment Company Act of 1940, as amended, 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.

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The Fulcrum Diversified Absolute Return Fund is distributed by Northern Lights Distributors, LLC. Fulcrum Asset Management LLP is not affiliated with Northern Lights Distributors, LLC.