Fund Net Assets
2-Star Overall Morningstar Rating ™ (ICMCX) out of 363 Mid-Cap Value Funds as of 12/31/2018.
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.
Clay Kirkland, CFA
Clay joined Intrepid Capital in 2012. He is the lead portfolio manager of the Intrepid Disciplined Value Fund and the separately managed Intrepid Disciplined Value portfolio. Clay is also the co-lead portfolio manager of the Intrepid Select Fund and the separately managed Intrepid Select portfolio.
Mr. Kirkland focuses on research and valuation of mid- and large cap equity securities. A CFA Charterholder, Clay earned his MBA from Columbia Business School in 2011 and received his BS BA degree, cum laude, in Economics from Auburn University.
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, the Intrepid Income Fund, and the separately managed Intrepid Select and Intrepid Income portfolios. 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.
Matt Parker, CFA, CPA
Matt joined Intrepid Capital in 2014. He is a research analyst focusing primarily on equity securities and is responsible for the performance reporting of all separately managed accounts and composites. 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.