| Fund Inception | 07/31/2015 |
| Name of Issuer | Fulcrum |
| Fund Advisor(s) | Fulcrum Asset Management LLP |
| Sub-Advisor(s) | -- |
Fund Managers for FARIX
Suhail Shaikh
Portfolio Manager since 07/31/2015
Suhail is Fulcrum’s Chief Investment Officer and an executive on the Management Board. He joined Fulcrum in 2005 and is the portfolio manager of Fulcrum’s Discretionary Macro and Diversified Absolute Return strategies. Prior to joining Fulcrum, Suhail spent five years in the Investment Management Division at Goldman Sachs, focusing on macro asset allocation. Suhail has a BSc in Management from the London School of Economics & Political Science (2000) and he has been a CFA charterholder since 2003.
Gavyn Davies
Portfolio Manager since 07/31/2015
Gavyn is a Founder and the Chairman of Fulcrum. Prior to Fulcrum, Gavyn was Chairman of the BBC from 2001. He joined Goldman Sachs in 1986 and became Partner in 1988 when he also became the Chief Economist as well as Chairman of the Research Department until he left in 2001. Gavyn was a member of H.M.Treasury Independent Forecasting Panel (1992-1997). He joined the Government’s Policy Unit as an Economist (1974) and was an Economic Policy Adviser to the British Prime Minister (1976-1979). Gavyn graduated in Economics from Cambridge in 1972 followed by two years of research at Oxford.
Andrew Bevan
Portfolio Manager since 07/31/2015
Andrew is our Fixed Income Strategist. Before joining Fulcrum in 2006 he spent eleven years as Managing Director and Head of Global Markets Research at Goldman Sachs. Prior to this, Andrew was Managing Director and Head of the Financial Analytics Group at Bear Stearns. Andrew graduated from Reading University with a BA in Economics (1978). He subsequently gained PhDs in Monetary Economics (1986) and Theology (2002).
Fawaz Chaudhry
Portfolio Manager since 06/30/2024
Fawaz is Fulcrum’s Head of Equities and an executive on the Management Board. He joined Fulcrum in 2017 and is the portfolio manager for Fulcrum’s Thematic Equity Market Neutral, Horizon, Artificial Intelligence & Innovation and Climate Change funds. Prior to joining Fulcrum, Fawaz spent over fifteen years developing his long-term, thematic investment approach, including at Hadron Capital and Moore Capital. Fawaz holds M.Eng. and B.S. Electrical Engineering and Computer Science, B.S. Management Science – Finance from the Massachusetts Institute of Technology and MBA in Finance from London Business School.
