Fulcrum Global Partners LLC is a research-driven securities firm that has been providing unbiased research analysis and trade execution services to a wide range of institutional investors. We do not do business with the general public. The firm commenced operations in May 2001 and now employs 120 professionals with offices in New York, Boston, Dallas, San Francisco and Tampa.

We pride ourselves on objective research ideas that translate into impact calls (Buy/Sell/Neutral only). Equally essential is our expertise at providing professional trade execution and block and program trading services.

In addition, Fulcrum has adopted the Investment Protection Principles contained in the agreement between Merrill Lynch & Co., Inc. and New York State Attorney General Eliot Spitzer dated May 21, 2002.

The Fulcrum Point
We challenge our analysts to fully understand the companies they follow, free from bias or influence. By truly comprehending both the bull and the bear cases for a stock, our analysts are better able to discern the critical point separating the two. Our analysts focus their research effort on these critical drivers and develop proprietary research to try to uncover crucial information before the rest of the Street.

At Fulcrum, our goal is to provide clear, concise, and unbiased research ideas that often challenge consensus and develop new ways of looking at existing opportunities.

We are committed to delivering the brightest and timeliest money-making ideas to our clients. Time frames for reaching our stock-picking goals vary from a few days to a few months.

Fulcrum provides its analysts the freedom to look at stocks critically and to develop new insights that translate into high-impact ideas.