Fund Net Assets
3-Star Overall Morningstar Rating ™ (ICMAX) out of 358 Small Value 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|
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.
Hunter joined Intrepid Capital in 2017. He is a research analyst focusing primarily on small-cap equity 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. He is a Level II candidate in the Chartered Financial Analyst® program.