Fund Net Assets
3-Star Overall Morningstar Rating ™ (ICMUX) out of 292 Multisector Bond 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.
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.
Ben Franklin, CFA
Ben joined Intrepid Capital in 2008. He is the lead portfolio manager of the Intrepid International Fund and the separately managed Intrepid International portfolio. Mr. Franklin is also the co-lead portfolio manager of the Intrepid Income Fund and the separately managed Intrepid Income portfolio.
A CFA Charterholder, Ben received his MBA in Finance and BBA degree in Management from the University of North Florida.
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.