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Products Available in Balanced Strategy:
Separately Managed Accounts (SMA):
Intrepid Balanced

Mutual Funds:
Intrepid Capital Fund (ICMBX, ICMVX)

Portfolio Management:
Mark Travis
President/CEO
Lead Portfolio Manager

Jayme Wiggins, CFA
Chief Investment Officer

Jason Lazarus, CFA
Vice President
 

Balanced - Small/Mid/Large Cap Value Equity & Fixed Income


Investment Objective: The primary investment objective of the Intrepid Balanced strategy is long-term capital appreciation and high current income.

Strategy Founded: 4/30/1995

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