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ICMUX Wins 2026 LSEG Lipper Fund Awards

Observant1
edited March 13 in Fund Discussions
Intrepid Capital Management is pleased to announce that the Intrepid Income Fund (ICMUX) has been named
the winner of the 2026 LSEG Lipper Fund Awards, United States, for Best Short High Yield Fund for both the
five-year and ten-year periods.
https://email.intrepidcapitalfunds.com/intrepid-income-fund-icmux-wins-l


Note: The fund's current portfolio managers have less than ten years of tenure.

Comments

  • gman57
    edited March 13
    Observant1 said:


    Note: The fund's current portfolio managers have less than ten years of tenure.

    Well, seems they took over a good fund and haven't screwed it up.
  • Observant1
    edited March 13
    The current portfolio managers have done a good job but they
    are not responsible for fund performance prior to Nov. 13, 2018.
  • gman57
    edited March 13
    When I look up the "investment team" on their site the 4 members start dates:
    Mark Travis - co-founder, Matt Parker - 2014, Hunter Hayes - 2017, Joe Van Cavage - 2018.

    Oh... but they might have run other funds when they started.
  • Observant1
    "Mark Travis has served as the portfolio manager of the Fund since 2018
    and co-lead portfolio manager of the Fund since 2019 and is the President of the Adviser.
    Hunter Hayes, CFA®, has served as co-lead portfolio manager of the Fund since 2019
    and is the Chief Investment Officer of the Adviser.
    Joe Van Cavage, CFA® has served as a co-portfolio manager of the Fund since 2024
    and is a Senior Vice President of the Adviser.
    Matt Parker, CFA® has served as a co-portfolio manager of the Fund since 2024
    and is a Senior Vice President of the Adviser."

    https://intrepidcapitalfunds.com/wp-content/uploads/2026/02/Intrepid-Prospectus-2026-2.pdf
  • FD1000
    edited March 13
    Mr. Travis, Portfolio Manager, is a founder and has been the President of Intrepid Capital Management, Inc. since 1994.
    He has more than 30 years experience.
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