Our size and focus takes us into the corners to capitalize on unique and often misunderstood opportunities. We invest in companies that fly under the radar and below the site lines of most larger funds. Fulcra employs a fundamental value investing approach to identify under-priced securities. We are a focussed firm with one mandate and strongly believe that a well diversified portfolio can be achieved with exposure to 20-25 individual companies.
In order to identify situations with the most upside potential we play in the weeds to find the opportunities larger firms miss. We are agnostic to credit rating agencies and instead rely on skill and hard work to create the incremental knowledge advantage required to drive long term growth.
In order to identify situations with the most upside potential we play in the weeds to find the opportunities larger firms miss. We are agnostic to credit rating agencies and instead rely on skill and hard work to create the incremental knowledge advantage required to drive long term growth.
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Matt founded Fulcra Asset Management in 2009. Matt has 19 years of investment management experience, with an extensive background in fixed income and corporate investing. His previous experiences include managing corporate bond funds at Great Pacific Capital Corp, CI Investments and Marret Asset Management.
The Fulcra Credit Opportunities Fund generates consistent absolute returns through investing in bonds, loans and other fixed income securities but may hold equity and other equity-like securities. The Fund's investment objective is to generate superior long term, risk adjusted investment returns. Our preference for bonds stems from both their seniority in the capital structure and their term certainty.
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