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Key Facts:    
Strategy Founded:
4/30/1995
Minimum Investment: Fee Schedule:
$3M - $10M 1.00%
$10M and up Negotiable

Portfolio Management:
Mark Travis
President/CEO
Lead Portfolio Manager

Jayme Wiggins, CFA
Chief Investment Officer

Greg Estes, CFA
Vice President

Jason Lazarus, CFA
Vice President
 

Balanced


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

Investment Philosophy >>

Investment Strategy >>

Portfolio Construction >>

Risk Control >>