Fund Net Assets
2-Star Overall Morningstar Rating ™ (ICMBX) out of 703 Allocation--50% to 70% Equity Funds as of 09/30/2018.
The Overall Morningstar Rating™ for a fund is derived from a weighted average of the fund’s three-, five-, and 10-year (if applicable) Morningstar Ratings™ metrics, which are based on risk-adjusted return performance.
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Mark is a co-founder of Intrepid Capital. He is the lead portfolio manager of the Intrepid Capital Fund, the Intrepid Endurance Fund, the separately managed Intrepid Balanced and Small Cap portfolios, and the Intrepid Capital, L.P.
Mark is also the co-lead portfolio manager of the Intrepid Select Fund and the separately managed Intrepid Select portfolio. Mr. Travis is also part of the investment team responsible for the Intrepid Disciplined Value Fund and the separately managed Intrepid Disciplined Value 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.
Jason Lazarus, CFA
Jason joined Intrepid Capital in 2008. He is the lead portfolio manager of the Intrepid Income Fund and the separately managed Intrepid Income portfolio. Jason is also a member of the investment team responsible for the Intrepid Capital Fund and the Intrepid Balanced portfolio. Mr. Lazarus focuses on research of high yield fixed income investments. A CFA Charterholder, Jason received his M.S. in Finance and a BS degree, cum laude, in Industrial and Systems Engineering from the University of Florida.