Mike is responsible for both the day-to-day management of the Fund's portfolio as well as the development and monitoring of all investment models. Mike has 25 years of experience in the investment markets and is a recognized expert in identifying & capitalizing on trends in the financial markets.
Prior to founding Incline Capital in Nov'08, Mike served as the Portfolio Manager of the Fusion Global Long/Short Fund from its inception in Sep'07 through Nov'08 (click here for a recap of that funds performance).
Mike has also served as the Chief Technical Strategist for numerous broker/dealers including: Preferred Capital Markets, E*OFFERING (The Investment Bank of E*TRADE) and SoundView Technology Group, where his research was widely followed and he maintained regular appearances on both Bloomberg & CNBC.
Mike earned BA degrees in both Chemistry and Business Economics (Accounting) from the University of California at Santa Barbara. He is Series 65 licensed and a Chartered Market Technician (CMT). Prior to making investments his career, Mike served with both KPMG Peat Marwick and as a Commissioned Officer in the US Navy where he flew over 50 combat missions during Operation Desert Storm, earning two Air Medals.
Kurt is responsible for Sales, Marketing, and Distribution of the Fund. Kurt has 22 years of experience in the wholesale distribution of financial investments and is a nationally known top performer in his field.
Prior to partnering with Mike Hurley at Incline Capital in Aug’09, Kurt served as a Regional Vice President at ING from Jun'97 through Apr'09
Kurt earned a BS degree in Business Administration (Marketing & Finance) from the University of Illinois at Champaign/Urbana. Kurt lives with his wife of 20 years, Tam, and their two children, Hunter and Kylie, in Scottsdale, AZ.
References to other funds should not be interpreted as either a recommendation, or an offer of securities.
. Principal loss is possible. The Incline Capital Long/Short Fund is non-diversified, meaning it may concentrate its assets in fewer individual holdings than a diversified fund. It may make short sales of securities which involves the risk that losses may exceed the original amount invested and may invest in foreign securities in developing or emerging markets which can entail additional social, political and economic risks. It also may invest in smaller companies and debt instruments (including zero-coupon US Treasury bonds) which may be subject to higher volatility & risk than larger stocks and coupon bonds. The Incline Capital Long/Short Fund is considered a “fund of funds”, and will bear its share of the fees and expenses of the underlying funds. Shareholders will pay higher expenses than would be the case if making direct investments in the underlying ETFs. Because the Fund invests in ETFs, it is subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of an ETF’s shares may trade at a discount to its net asset value (“NAV”), an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact a Fund’s ability to sell its shares.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Incline Capital Long/Short Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained by calling 866-994-5729. The prospectus should be read carefully before investing. The Incline Capital Long/Short Fund is distributed by Northern Lights Distributors, LLC. 0732-NLD-6/9/2009
