Christopher Carroll joins UK based fund manager’s New York office

NEW YORK, NY, June 15, 2023 /24-7PressRelease/ — Fulcrum Asset Management, a global provider of diversified macro investment products, today announced that Christopher Carroll has joined the firm as Head of Hedge Fund Business Development. He will be joining an expanding US team which is run by Paul Seaton, Head of North America.

London-based Fulcrum has had a presence in the US for a decade, but Carroll is the first professional enlisted to focus on presenting the firm’s higher volatility hedge fund product to North American institutions.

The investment team at Fulcrum is led by Suhail Shaikh, Chief Investment Officer, who joined Fulcrum in 2005 from Goldman Sachs. “Chris brings to the table a sophisticated understanding of global macro strategies, and deep insight of how institutional investors utilize macro in their asset allocation mix to meet their investment objectives across market cycles,” said Shaikh.

Carroll joins Fulcrum from Caxton Associates, where he spent nearly a decade and led the North American asset-raising effort. “It became clear to me that Fulcrum has developed an innovative and differentiated approach to macro, which has been a collaborative effort across the investment, research, quant, and risk management teams,” said Carroll. “This is a seasoned investment team that will be able to take advantage of a continuously changing market environment and I look forward to being a part of it.”

About Fulcrum Asset Management (LLP)

Fulcrum Asset Management is a provider of macro-oriented investment products, with the objective of delivering positive returns irrespective of market conditions. The investment approach employs both discretionary and systematic inputs that are supported by empirical evidence and unconstrained by benchmarks. Fulcrum is an investment solutions business with the ability to align products with the client’s risk appetite. Founded in 2004, the firm manages USD5.9 billion* on behalf of a global client base of institutions, wealth managers and private investors
* As at 31 May 2023

This material is for your information only and is not intended to be used by anyone other than you. It is directed at professional clients and eligible counterparties only and is not intended for retail clients. This is not an offer or solicitation with respect to the purchase or sale of any security. The material is intended only to facilitate your discussions with Fulcrum Asset Management as to the opportunities available to our clients. The given material is subject to change and, although based upon information which we consider reliable, it is not guaranteed as to accuracy or completeness and it should not be relied upon as such. The material is not intended to be used as a general guide to investing, or as a source of any specific investment recommendations, and makes no implied or express recommendations concerning the manner in which any client’s account should or would be handled, as appropriate investment strategies depend upon client’s investment objectives. The price and value of the investments referred to in this material and the income from them may go down as well as up and investors may not receive back the amount originally invested. Past performance is not a guide to future performance. Future returns are not guaranteed and a loss of principal may occur.

It is the responsibility of any person or persons in possession of this material to inform themselves of and to observe all applicable laws and regulations of any relevant jurisdiction. Fulcrum Asset Management does not provide tax advice to its clients and all investors are strongly advised to consult with their tax advisors regarding any potential investment. Opinions expressed are our current opinions as of the date appearing on this material only. Any historical price(s) or value(s) are also only as of the date indicated. We will endeavor to update on a reasonable basis the information discussed in this material.

References to market or composite indices, benchmarks or other measures of relative market performance over a specified period of time (“benchmarks”) are provided by Fulcrum Asset Management for your information purposes only. Investors cannot invest directly in indices. Indices are typically unmanaged and the figures for the indices shown herein do not reflect any investment management fees or transaction expenses. Fulcrum Asset Management does not give any commitment or undertaking that the performance or risk profile of your account(s) will equal, exceed or track any benchmark. The composition of the benchmark may not reflect the manner in which a portfolio is constructed in relation to expected or achieved returns, portfolio guidelines, restrictions, sectors, correlations, concentrations, volatility or tracking error targets, all of which are subject to change over time.

Simulated, modeled, or hypothetical performance results may be used and have certain inherent limitations. Simulated results are hypothetical and do not represent actual trading, and thus may not reflect material economic and market factors, such as liquidity constraints, that may have had an impact on actual decision-making. Simulated results are also achieved through retroactive application of a model designed with the benefit of hindsight. No representation is being made that any client will or is likely to achieve results similar to those shown.

Certain funds managed by Fulcrum Asset Management LLP use quantitative models, where this is the case, Fulcrum Asset Management LLP can and do make discretionary decisions on a frequent basis and reserves the right to do so at any point.

Certain transactions, including those involving futures, options and high yield securities and investments in emerging markets may give rise to substantial risk and may not be suitable for all investors. Foreign currency denominated investments are subject to fluctuations in exchange rates that could have an adverse effect on the value or price of, or income derived from, the investment; such investments are also subject to the possible imposition of exchange control regulations or other laws or restrictions applicable to such investments. Investments referred to in this material are not necessarily available in all jurisdictions, may be illiquid and may not be suitable for all investors. Investors should consider whether an investment is suitable for their particular circumstances and seek advice from their investment adviser.

For US Investors: Shares in the Fund will not be registered under the Securities Act of 1933, the securities laws of any state or the securities laws of any other jurisdiction, and the Fund will not be registered under the Investment Company Act of 1940. There is no public market for the shares, and no such market is expected to develop in the future. Shares in the Fund may not be sold or transferred except as permitted under the Fund’s articles of association and unless they are registered under the Securities Act of 1933 or an exemption from registration thereunder and under any other applicable securities law registration requirements is available. Accordingly, investors will be required to bear the financial risks of an investment in the Fund for an extended period of time.

This document is not intended for distribution to, or use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. In particular this document is not intended for distribution in the United States or for the account of U.S. persons (as defined in Regulation S under the United States Securities Act of 1933, as amended (the “Securities Act”)) except to persons who are “qualified purchasers” (as defined in the United States Investment Company Act of 1940, as amended), “accredited investors” (as defined in Rule 501(a) under the Securities Act) and Qualified Eligible Persons (as defined in Commodity Futures Trading Commission Regulation 4.7).

This material has been approved for issue in the United Kingdom solely for the purposes of Section 21 of the Financial Services and Markets Act 2000 by Fulcrum Asset Management (“Fulcrum”), Marble Arch House, 66 Seymour Street, London W1H 5BT.

Fulcrum Asset Management LLP is authorised and regulated by the Financial Conduct Authority (No: 230683). © 2023 Fulcrum Asset Management LLP. All rights reserved.

For the original version of this press release, please visit here