A Conversation with Adam Burns of Fulcra’s Credit Opportunities Fund
From Insights Into Wealth by BULLWEALTH
October 27, 2025 · 17 min · Episode 45
About this episode
Kevin Van Dyk interviews Adam Burns about Fulcra Asset Management's unique approach to fixed income investing.
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.
People in this episode
Host: Kevin Van Dyk
Guest: Adam Burns
Topics covered
- fixed income investing
- investment strategies
- credit opportunities
- risk management
- capital appreciation
Keywords
- risk management
- fixed income
- investment strategies
- credit opportunities
- yield enhancement
- due diligence
- merger arbitrage
Mentioned in this episode
Organizations: Fulcra Asset Management, BULLWEALTH, Fulcra’s Credit Opportunities Fund
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