Fundraising FoxIncline Investment Management
Institutional investorIncline Village · 9 people tracked
Find your way into Incline Investment Management
Sign up to see every warm intro you have to Incline Investment Management
- Paths you didn't know you had: your email and LinkedIn already hold routes to the Incline Investment Management team. We find them for you
- 2nd- and 3rd-degree connections: the friend-of-a-friend routes that take hours to manually find through your inbox or LinkedIn
- Answers now, not in days: momentum is everything in a raise. Skip asking around whether someone knows someone
Days of research, done the moment you sign in, with every route ranked by how warm it is.
Investment thesis
IIM pursues superior risk-adjusted absolute returns across market cycles by capturing trends in global markets. Its flagship Systematic Hybrid strategy, launched in July 2012, is a trend-following program built with robust portfolio construction intended to deliver a return stream with little to no correlation to broad US stock indices. The firm offers a range of strategies designed to improve the risk and return profile of traditional portfolios, giving investors access to disparate global markets that are hard to reach directly. It serves high-net-worth individuals, family offices, and funds of funds, all of whom must qualify as accredited investors or Qualified Eligible Participants.
Source: firm website, verified Aug 3, 2026.
Team · 9 people
from the firm's websiteFounding partner of IIM with over 30 years of investment management experience and managing partner of Incline Investment Advisors. Previously held senior marketing roles at Zazove Associates, John W. Henry & Company and in the mutual fund industry; holds an MBA from Cornell and the CFP designation.
Founding partner and CEO of IIM with over 30 years of investment management experience, also Managing Partner of Incline Investment Advisors. Previously held marketing and executive roles at Zazove Associates and John W. Henry & Company; holds an MBA from Cornell and the CFP designation.
CIO of IIM and Incline Investment Advisors, serving as head trader and portfolio manager across all programs including the Systematic Hybrid strategy. Previously founded Everett Capital Management and worked at Smith Barney; he is a Chartered Market Technician.
CIO of IIM and Incline Investment Advisors, serving as head trader and portfolio manager for all investment programs including the Systematic Hybrid strategy. Formerly founded Everett Capital Management and worked at Smith Barney; a Chartered Market Technician with a BA from the University of Virginia.
Investment professional with 25 years of experience, previously an analyst at Sanford C. Bernstein, Putnam Investments, and a partner and co-manager of the Third Avenue International Value Fund. He is a CFA charterholder, a Yale graduate, and founder of investment company Ubival.
Joined IIM in 2017 after graduating cum laude from Sierra Nevada College with a degree in marketing and resort management. Originally from Saskatchewan, Canada, he is an Associated Person of IIM.
Portfolio manager with 25 years of investment management experience, previously a partner and co-manager of the Third Avenue International Value Fund and analyst at Putnam Investments and Sanford C. Bernstein. A CFA charterholder and Yale economics graduate, he founded investment company Ubival.
Joined IIM in 2017 after graduating summa cum laude from Sierra Nevada College with a finance and economics degree. He works with the portfolio management team executing trades across IIM's systematic strategies.
Joined IIM in 2020 after graduating from Sierra Nevada University with a degree in finance, economics, and ski resort management. He was drawn to the firm's use of trend-following and quantitative trading strategies.
Frequently asked questions
- What sectors does Incline Investment Management focus on?
- Incline Investment Management focuses on Crypto & Web3.
- Where is Incline Investment Management located?
- Incline Investment Management is headquartered in Incline Village, US.
Media · Podcasts & interviews
featuring the teamTed Parkhill: How to Trade Trends Like a Pro
tastylive · Parkhill
Images
Similar investors
AirTree Ventures runs Pathfinders, a free four-week in-person program in Sydney for young builders (high-school graduates up to age 23) to work on a real product, access the AirTree team and founders, and build a peer network.
Andreessen Horowitz (a16z) is a venture capital firm founded in 2009 by Marc Andreessen and Ben Horowitz, known for pioneering the platform model with a large team of operators supporting founders across stages.
Atomico is an international venture capital firm that invests in growth-stage technology companies across multiple geographies. The firm focuses on scaling disruptive technology businesses globally.
August Capital is a venture capital firm that invests in a small number of companies, providing hands-on support to entrepreneurs building their businesses.
.jpeg){kind=logo}
B Capital is a global investment firm backing early to late-stage technology innovators across technology, healthcare, and energy & resilience sectors.