Incline Investment Management, LLC (IIM)
IIM utilizes their proprietary Systematic Hybrid trend following program across individual stocks and global futures markets. The strategy provides investors with an opportunity to capture trends that many investment models do not. The fund’s objective is to achieve exceptional absolute risk adjusted returns irrespective of the broad global equity indices. The systematic strategy employed makes no effort to forecast future market trends, but instead attempts to capture profits in these trends when and where they develop.
The partners of IIM have a combined 40+ years of experience in the investment business. Both partners have worked in the alternative investment space for over 15 years. The management company Incline Investment Management, LLC was established in late 2009 following the completion of the research for its investment trading strategy. In 2012, the firm launched its proprietary investment strategy called the Systematic Hybrid. The genesis of the company stemmed from the experience of the financial crisis of 2008 – 2009. It was clear that more investors needed additional diversification. Owning real estate and a portfolio of equities was not enough. When these asset classes positively correlated, as they collapsed together, during 2008 – 2009 this became very clear. IIM was formed to create an alternative form of diversification. The strategy was designed with targeted equity-like volatility. Investors that have risk tolerance to invest in equities should not find IIM’s portfolio any ‘riskier’. However, a key objective was to provide investors with non-correlated diversification. The goal is to lower an investor’s overall portfolio risk while increasing return. This can be achieved when one adds a non-correlated investment to one’s portfolio.
Address: P.O. Box 4974 Incline Village, NV, USA 89450
Phone: +1 775 831 2287
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