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Manager
 Case STudy

Improving Investor Communication

How Incline Global Streamlined Investor Relations Activities with SEI Novus

Incline Global Management is a long-short equity hedge fund. The fund holds a concentrated long book comprised exclusively of GARP / quality compounders.

Jeff Lignelli
Founder, Portfolio Manager, and CEO
 of 
Incline Global Management

“Almost five years ago, we implemented Novus’ technology for portfolio intelligence and began working with their uniquely qualified client analytics team to generate new insights on our fund’s performance. Since that time, we’ve been able to drill into our successes and failures, and confidently shift our strategy to where we see opportunities. Thanks to Novus we’ve been able to consistently refine our process and grow our firm.”

Founder, Portfolio Manager, and CEO
 of 
Incline Global Management
Manager
Case Study

Incline Global Management

Like many growing funds, Incline Global engages with investors on a regular basis by responding to time-sensitive questions, preparing detailed quarterly reports and letters, and presenting rigorous analyses to explain fund performance. To maintain investor confidence, Incline Global must execute on these tasks in a timely and accurate manner, but is faced with complexities around data capture, data normalization, and data presentation. Recognizing that the current manual and bespoke processes were not scalable, the firm desired a flexible technology solution to streamline these workflows and improve investor communication, both with current investors and new prospects.


Founder, Portfolio Manager, and CEO
 of 
Incline Global Management

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