Intrepid Capital Management, Inc. (the "Advisor") is an investment management firm that has served long-term oriented investors since 1994. The firm is the investment advisor to the Intrepid Capital Funds. Managed by a team of experienced investment professionals, our staff combines insight with discipline to expertly manage your investments.
|Mark Travis, CEO/President
||Matt Berquist, CFP®, CIMA®, COO
||Charlie Funkhouser, CFP®
|Jayme Wiggins, CFA, CIO
||Beth Holbrook, CCO
||Sam Solem, CMT
|Ben Franklin, CFA
|Jason Lazarus, CFA
||Jordan Slingo, CFA
|Clay Kirkland, CFA
|Matt Parker, CPA
||Donald White, CFO
Mutual fund investing involves risk. Principal loss is possible.
The Funds' investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company. Please read it carefully before investing. A hard copy of the prospectus can be requested by calling 866-996-FUND (3863).
Intrepid Capital Management Funds are distributed by Quasar Distributors, LLC.
Chief Executive Officer
Mark is a co-founder of Intrepid Capital. He is also the lead portfolio manager of the Intrepid Capital Fund, the Intrepid Disciplined Value Fund, the separately managed Intrepid Balanced and Intrepid Disciplined Value portfolios and the Intrepid Capital, L.P. 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 Berquist, CFP®, CIMA®
Chief Operating Officer
Director – Sales & Marketing
Matt joined Intrepid Capital in 2006. His responsibilities include overseeing corporate-wide and strategic initiatives and leading the sales and marketing team. Mr. Berquist’s sales focus is with the company’s direct private client relationship management process, and expanding the footprint of the Intrepid Capital Funds in the United States. Mr. Berquist has over 19 years of experience in the asset management and advisory industry. Matt received his BBA degree in Economics from the College of the Holy Cross.
Charlie Funkhouser, CFP®
Charlie joined Intrepid Capital in 2001. He is the operations administrator and is responsible for office systems and technology, maintaining client performance reporting and client relationship management software, and assists with trading. Charlie also supports the sales and marketing team with presentation updates and maintaining product due diligence databases. Mr. Funkhouser has over 17 years of experience in the asset management and investment advisory industries. Charlie received his BBA degree in Accounting from the University of North Florida.
Sam Solem, CMT
Sam joined Intrepid Capital in 2010. He is the lead trader for Intrepid and is responsible for the performance reporting of all separately managed accounts and composites. Mr. Solem also assists the sales and marketing team with presentation and brochure updates. A Chartered Market Technician, Sam received his MBA in Finance from the University of North Florida and his BA degree in Economics from Vanderbilt University.
Jayme Wiggins, CFA
Chief Investment Officer
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.
Private Client Advisor
Erika joined Intrepid Capital in 2003. She is primarily responsible for developing and maintaining private client group (PCG) relationships. Prior to becoming a private client advisor, Ms. Sharp supported the firm as the client liaison. She has over 16 years of experience in the asset management industry. Erika received her BS BA degree in Finance from the University of Florida.
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. Prior to researching international companies, Mr. Franklin focused primarily on high yield income investments. A CFA Charterholder, Ben received his MBA in Finance and BBA degree in Management from the University of North Florida.
Chief Compliance Officer
Beth joined Intrepid Capital in 2007. She is responsible for the regulatory compliance oversight for the firm. Ms. Holbrook also oversees the updating of marketing material and coordinates client events and functions.
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.
Chief Financial Officer
Don joined Intrepid Capital in 2003. He is the Chief Financial Officer, responsible for the financial management and reporting of the firm. Mr. White is also responsible for the oversight of the firm’s operations and administrative areas. Don has over 30 years of financial management and reporting experience. Mr. White received his BS degree in Accounting from LaSalle University.
Jordan Slingo, CFA
Jordan joined Intrepid Capital in 2011. As a portfolio specialist, he acts as a liaison between the investment team and the sales and marketing team to assist in educating private clients and registered investment advisors about Intrepid Capital’s investment philosophy, process and the composition and performance of specific investment products. Jordan is responsible for creating investment-oriented content for use at events, trade shows and client meetings and also assists in managing and cultivating client relationships. A CFA Charterholder, Mr. Slingo received his BBA degree, summa cum laude, in Finance from Stetson University.
Jenny joined Intrepid Capital in 2017. She is the client liaison and is responsible for customer service operations, including opening and maintaining client accounts, and supporting portfolio administration.
Clay Kirkland, CFA
Clay joined Intrepid Capital in 2012. He is a research analyst focusing primarily on high yield fixed income investments and previously spent time analyzing equity securities. A CFA Charterholder, Mr. Kirkland earned his MBA from Columbia Business School in 2011 and received his BS BA degree, cum laude, in Economics from Auburn University.
Matt Parker, CPA
Matt joined Intrepid Capital in 2014. He is a research analyst focusing primarily on equity securities. Mr. Parker received his Master of Accounting degree and a BS in Business Administration degree from the University of North Carolina at Chapel Hill. He is a Level III candidate in the Chartered Financial Analyst® program.
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.
Vice President of Advisory Sales
Tommy joined Intrepid Capital in 2017. He is responsible for cultivating and maintaining advisor relationships across the firm. Mr. Isaacs has 6 years of investment advisory sales experience. Tommy received his BS BA degree in Finance and his BS BA degree in Management from Georgetown University.
Sr. Administrative Assistant
Shannon joined Intrepid Capital in 2017. She supports the CEO/President, manages the day-to-day operations of the office, assists with client and company functions, and serves as the primary point of contact for many company related matters.