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Intrepid Income Fund Institutional Class (ICMUX)

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8.90 -0.05    -0.56%
28/06 - Closed. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 598.46M
Type:  Fund
Market:  United States
Issuer:  Intrepid Funds
Asset Class:  Bond
Intrepid Income Institutional 8.90 -0.05 -0.56%

ICMUX Overview

 
On this page you'll find an in-depth profile of Intrepid Income Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of ICMUX among other information.
Category

Multisector Bond

Total Assets

598.46M

Expenses

0.90%

Inception Date

39265

Investment Strategy

The investment seeks high current income and capital appreciation. The fund primarily invests in a diversified portfolio of fixed-income securities. Its fixed income securities will consist principally of high-yield corporate debt securities, bank debt (including loan assignments and participations), convertible debt, and U.S. government securities. The fund's investments in debt instruments will not be limited in duration, but typically will be in securities having a duration of two to six years at the time of purchase.

Contact Information

Address 1400 Marsh Landing Pkwy., Suite 106
Jacksonville Beach,FL 32250
United States
Phone -

Top Executives

Name Title Since Until
Matt Parker Vice President 2024 Now
Biography Matt Parker is a co-lead portfolio manager of the Intrepid Endurance Fund. Mr. Parker joined the Adviser in 2014 and was named a Vice President of the Adviser in 2018. He primarily focuses on domestic small cap equity securities. Mr. Parker was a research analyst for the Adviser from 2014 to 2018 and primarily focused on international equity securities. Prior to joining the Adviser, Mr. Parker was an auditor for Ernst & Young LLP from 2011-2014. A CFA Charterholder and licensed CPA, Mr. Parker received his Master of Accounting degree and BS in Business Administration degree from the University of North Carolina at Chapel Hill.
Joe Van Cavage Vice President 2024 Now
Biography Mr. Van Cavage joined the Intrepid Capital Management Inc in 2018 as Vice President. He primarily focuses on domestic small cap equity securities. Prior to joining the Intrepid, Mr. Van Cavage was manager of Investor Relations at Vistra Energy Corp. from 2017-2018, Investor Relations Analyst at Murphy USA Inc. from 2016-2017, and Equity Research Analyst at River Road Asset Management LLC from 2011-2016. A CFA Charterholder, Mr. Van Cavage received his Master of Business Administration and BS in Civil Engineering degrees from the University of Florida.
Hunter Hayes Vice President 2019 Now
Biography Mr. Hayes joined the Adviser in 2017 and was named a Vice President of the Adviser in 2018. He primarily focuses on high yield fixed income investments and was previously a research analyst covering small-cap equity securities. Prior to joining the Adviser, Mr. Hayes was a high yield investment analyst for Eaton Vance from 2015-2017, and a business valuation associate for Deloitte from 2014-2015. He graduated Highest Honors from Auburn University in 2014 with a BSBA in Finance and a BM in Piano Performance.
Mark F. Travis Portfolio Manager 2018 Now
Biography Mr. Travis, Portfolio Manager, is a founder and has been the President of Intrepid Capital Management, Inc. since 1994. Prior to founding the firm, Mr. Travis was Vice President of the Consulting Group of Smith Barney and its predecessor firms for ten years. Mr. Travis holds a BA in Economics from the University of Georgia.
Ben Franklin Portfolio Manager 2018 2019
Biography Mr. Franklin has been a Vice President of Intrepid Capital Management, Inc since 2013. Mr. Franklin joined the Intrepid Capital Management, Inc in 2008, previously serving as a research analyst. Mr. Franklin received his BBA in Management and his MBA in Finance from the University of North Florida.
Jason Lazarus Co-Portfolio Manager 2011 2018
Biography Mr. Lazarus joined the Intrepid Capital Management, Inc in 2008, previously serving as a research analyst. Prior to earning an MS in Finance from the University of Florida in 2008, he worked as an engineer in the Nuclear Energy division of General Electric Company. Mr. Lazarus alsoholds a BS in Industrial and Systems Engineering, cum laude, from the University of Florida.
Mark F. Travis Portfolio Manager 2007 2017
Biography Mr. Travis, Portfolio Manager, is a founder and has been the President of Intrepid Capital Management, Inc. since 1994. Prior to founding the firm, Mr. Travis was Vice President of the Consulting Group of Smith Barney and its predecessor firms for ten years. Mr. Travis holds a BA in Economics from the University of Georgia.
Ben Franklin Portfolio Manager 2011 2015
Biography Mr. Franklin has been a Vice President of Intrepid Capital Management, Inc since 2013. Mr. Franklin joined the Intrepid Capital Management, Inc in 2008, previously serving as a research analyst. Mr. Franklin received his BBA in Management and his MBA in Finance from the University of North Florida.
Jayme C. Wiggins CEO 2010 2011
Biography Mr. Wiggins, CFA, has managed the Fund since its inception in 2019. Mr. Wiggins is co-CEO of the Palm Valley Capital Management LLC and co-portfolio manager of the Fund. Prior to joining the Palm Valley Capital Management LLC, Mr. Wiggins was the Chief Investment Officer for Intrepid Capital Management, Inc., where he began his career in 2002 as an analyst. Mr. Wiggins managed the Intrepid Endurance Fund (formerly known as the Intrepid Small Cap Fund) from 2010 to 2018 and the Intrepid Select Fund from 2015 to 2018. He also managed the Intrepid High Yield Composite from 2005 to 2008 and the Intrepid Income Fund from 2007 to 2008. Mr. Wiggins received an MBA from Columbia Business School and a BBA in Finance from Stetson University. He earned the Chartered Financial Analyst designation in 2005.
Gregory M. Estes Vice President and portfolio manager 2007 2011
Biography Mr. Estes has been a Vice President and portfolio manager for the Intrepid Capital Management, Inc. since 2000. Mr. Estes holds an MA in Financial Economics from the University of Florida and a BBA in Finance from the University of Notre Dame.
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