How to Order off the Small Cap Value and Fixed Income Menu – Intrepid Capital Funds – 7.9.20

Overview:
Title: How to Order off the Small Cap Value and Fixed Income Menu
Date: Thursday, July 9, 2020
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

The pandemic has highlighted the importance of investing in well-positioned companies with strong fundamentals. Some asset classes, such as large cap stocks and investment grade bonds, tend to have a greater concentration of these businesses and be a good match for passive strategies.

For other asset classes, such as small cap value stocks and high yield bonds, advisors can benefit from a more active approach and not ordering everything on the index’s “menu”.

Join our Portfolio Managers as we discuss how we aim to:

  • Avoid the structurally disadvantaged part of the small cap value market
  • Reduce volatility in these more volatile asset classes
  • Maintain flexibility to manage through booms and busts
  • Search for higher yields but low interest rate and credit risk

Speakers:
Matt Parker, CFA, CPA Matt Parker, CFA, CPA Vice President, Portfolio Manager Intrepid Capital Funds

Matt joined Intrepid Capital in 2014. Mr. Parker is a co-lead portfolio manager of the Intrepid Endurance Fund and the separately managed Intrepid Small Cap portfolio. He is also a member of the investment team responsible for the Intrepid Capital Fund, the Intrepid Disciplined Value Fund, and the separately managed Intrepid Balanced and Intrepid Disciplined Value portfolios. Matt focuses primarily on research and valuation of small cap equity securities. 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.
Joe Van Cavage, CFA Joe Van Cavage, CFA Vice President, Portfolio Manager Intrepid Capital Funds

Joe joined Intrepid Capital in 2018. He is a co-lead portfolio manager of the Intrepid Endurance Fund and the separately managed Intrepid Small Cap portfolio. Mr. Van Cavage is also a member of the investment team responsible for the Intrepid Capital Fund, the Intrepid Disciplined Value Fund, and the separately managed Intrepid Balanced and Intrepid Disciplined Value portfolios. Joe focuses primarily on research and valuation of small cap equity securities. 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 Hunter Hayes Vice President, Portfolio Manager Intrepid Capital Funds

Hunter joined Intrepid Capital in 2017. He is a co-lead portfolio manager of the Intrepid Income Fund and the separately managed Intrepid Income portfolio. Mr. Hayes is also a member of the investment team responsible for the Intrepid Endurance Fund, the Intrepid Capital Fund, and the separately managed Intrepid Small Cap and Intrepid Balanced portfolios. Hunter focuses primarily on fixed income investments and was previously a research analyst covering small cap 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 III candidate in the Chartered Financial Analyst® program.