Mark Travis
Mark is a co-founder of Intrepid Capital. He is the lead portfolio manager of the Intrepid Capital Fund, the separately managed Intrepid Balanced portfolio, and the Intrepid Capital, L.P.
Mark is also a co-lead portfolio manager of the Intrepid Income Fund and the separately managed Intrepid Income portfolio. He has over 30 years of experience in asset management.
Mark received his BA degree in Economics from the University of Georgia. Mr. Travis serves on the Board of Trustees of The Bolles School and the Board of Directors of Jacksonville Clay Target Sports. He is also a member of the Ponte Vedra Rotary Club and YPO-WPO.
Matt Berquist, CFP®, CIMA®, CPWA®
Matt joined Intrepid Capital in 2006. His responsibilities include overseeing corporate-wide and strategic initiatives and leading the sales and marketing team. Mr. Berquist’s sales focus is with the company’s direct private client relationship management process and expanding the footprint of the Intrepid Capital Funds in the United States.
Mr. Berquist has over 20 years of experience in the asset management and advisory industry. Matt received his BBA degree in Economics from the College of the Holy Cross.
Tim Page
Tim joined Intrepid Capital in 2023. Mr. Page is the Chief Financial Officer, responsible for all financial management and reporting of the firm as well as the firm’s operational and administrative areas. With nearly 20 years experience in accounting and finance, he’s held significant leadership roles throughout most of his career.
A Certified Public Accountant (CPA) and a Certified Fraud Examiner (CFE), Mr. Page received his Bachelor’s degree in Accounting and Business Administration from Flagler College and an MBA in Finance from the University of North Florida. He is a 2021 graduate of Leadership Jacksonville.
Hunter Hayes, CFA
Hunter joined Intrepid Capital in 2017. He is a co-lead portfolio manager of the Intrepid Income Fund and the separately managed Intrepid Income portfolio. Mr. Hayes is also a member of the investment team responsible for the Intrepid Endurance Fund, the Intrepid Capital Fund, and the separately managed Intrepid Small Cap and Intrepid Balanced portfolios. Hunter focuses primarily on fixed income investments and was previously a research analyst covering small cap securities.
Mr. Hayes received his BS BA degree, magna cum laude, in Finance, and his BM degree, magna cum laude, in Performance Piano from Auburn University.
Matt Parker, CFA, CPA
Matt joined Intrepid Capital in 2014. Mr. Parker is a co-lead portfolio manager of the Intrepid Endurance Fund and the separately managed Intrepid Endurance portfolio. He is also a member of the investment team responsible for the Intrepid Capital Fund and the separately managed Intrepid Balanced portfolio. Matt focuses primarily on research and valuation of small cap equity securities.
A CFA Charterholder, Mr. Parker received his Master of Accounting degree and a BS in Business Administration degree from the University of North Carolina at Chapel Hill.
Joe Van Cavage, CFA
Joe joined Intrepid Capital in 2018. He is a co-lead portfolio manager of the Intrepid Endurance Fund and the separately managed Intrepid Small Cap portfolio. Mr. Van Cavage is also a member of the investment team responsible for the Intrepid Capital Fund and the separately managed Intrepid Balanced portfolio. Joe focuses primarily on research and valuation of small cap equity securities.
A CFA Charterholder, Mr. Van Cavage received his Master of Business Administration and BS in Civil Engineering degrees from the University of Florida.
Donnie Horner
Donnie joined Intrepid Capital in 2023 as Vice President of Business Development. He is responsible for building and executing a best-in-class sales process with a focus on providing exceptional customer service to our clients. Mr. Horner has eight years of business development experience and is a 2015 graduate of Leadership Jacksonville.
Donnie received his BS degree in Political Science from the U.S. Naval Academy and his MBA from Jacksonville University’s Davis College of Business.
Sam Solem, CMT
Sam joined Intrepid Capital in 2010. He is responsible for building and managing portfolios for the Intrepid Private Wealth division. Mr. Solem also assists in educating private clients about Intrepid Capital’s investment philosophy, process and the composition and performance of specific investment products. A Chartered Market Technician, Sam received his MBA in Finance from the University of North Florida and his BA degree in Economics from Vanderbilt University.
Dan Woods, CRPS®
Amanda Lundy, MBA, CFP®
Amanda joined Intrepid Capital in 2022. She is a CERTIFIED FINANCIAL PLANNER™ and assists with comprehensive financial planning services that focus on areas such as retirement planning, insurance planning and education planning. Ms. Lundy has over 10 years of experience in the industry. She received her MBA degree with a concentration in Finance from Jacksonville University.
Beth King
Beth joined Intrepid Capital in 2022. She is the Private Wealth Associate responsible for client relations which includes opening and maintaining their accounts. Mrs. King has over twenty years of customer relations experience.
LeAna Kimball
LeAna Kimball joined Intrepid Capital in the spring of 2023. She is a native of St. Johns County, only moving away from the area briefly to attend college at the University of Florida. LeAna assists the Private Wealth Associates in client relations, mainly opening and maintaining accounts.
Christian Deleo
Jake Lytle
Jake has been a member of the Intrepid team as a summer intern since 2021, but started full-time as a financial planning associate in June of 2023. Jake graduated from Auburn University this spring with a degree in finance and a minor in accounting.