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Key Facts:    
Strategy Founded:
3/31/1996
Minimum Investment: Fee Schedule:
$3M - $10M 1.00%
$10M and up Negotiable

Portfolio Management:
Greg Estes, CFA
Vice President
Lead Portfolio Manager

Disciplined Value


Investment Objective: The primary investment objective of the Intrepid Disciplined Value portfolio is long-term capital appreciation.

Investment Philosophy >>

Investment Strategy >>

Portfolio Construction >>

Risk Control >>