Fund Net Assets
3-Star Overall Morningstar Rating ™ (ICMBX) out of 674 Allocation--50% to 70% Equity Funds as of 06/30/2018.
The Overall Morningstar Rating™ for a fund is derived from a weighted average of the fund’s three-, five-, and 10-year Morningstar Ratings™ metrics, which are based on risk-adjusted return performance.
Fund Statistics as of 07/18/18
|Investor Class||Institutional Class|
Mark is a co-founder of Intrepid Capital. He is also the lead portfolio manager of the Intrepid Capital Fund, the separately managed Intrepid Balanced and the Intrepid Capital, L.P. 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.
Jayme Wiggins, CFA
Jayme joined Intrepid Capital in 2002. As CIO, Mr. Wiggins oversees the investment process and team. He is the lead portfolio manager of the Intrepid Endurance Fund, the Intrepid Select Fund, and the separately managed Intrepid Small Cap and Intrepid Select portfolios. Mr. Wiggins is also a member of the investment team responsible for the Intrepid Capital Fund, and the Intrepid Balanced portfolio. He focuses on research and valuation of small-cap equity securities. Jayme has over 14 years of investment experience. A CFA Charterholder, Jayme received his MBA, summa cum laude, from Columbia Business School, and his BBA degree, summa cum laude, in Finance from Stetson University.
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.