Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.
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Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.
A Conversation with Adam Burns of Fulcra’s Credit Opportunities Fund
Insights Into Wealth
16 minutes 55 seconds
1 week ago
A Conversation with Adam Burns of Fulcra’s Credit Opportunities Fund
In today’s podcast, Kevin Van Dyk, Managing Director at BULLWEALTH, speaks with Adam Burns, Vice President of Investments at Fulcra Asset Management, to explore the firm’s distinctive approach to fixed income investing. Adam explains how Fulcra, founded in 2009, applies a bottom-up process that evaluates companies across the capital structure—from senior secured loans to subordinated debt. He highlights how Fulcra differentiates itself from traditional fixed income managers by avoiding index constraints, instead targeting mispriced securities in small to mid-sized North American companies. Adam also discusses Fulcra’s barbell strategy, combining government and investment-grade securities with tactical and special situation opportunities to enhance yield, while managing risk. Finally, Adam outlines how the investment team leverages due diligence, credit rating arbitrage, and event-driven strategies such as merger arbitrage to identify value and drive both income and capital appreciation for investors.
Insights Into Wealth
Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.
