Short duration high-yield manager retains Havener Capital Partners to enhance marketing efforts.
[Newport, RI] – Investment management boutique Intrepid Capital Funds (“Intrepid”) and sales and marketing agency Havener Capital Partners (“Havener”) are excited to announce a marketing partnership.
Over the past two decades, Intrepid has built a reputation among its fans as a disciplined, contrarian, and absolute-returns focused manager with a knack for expertly navigating market dislocations and crises. The Intrepid Income Fund, the firm’s flagship fund, provides a bespoke investment experience for risk-averse investors seeking a differentiated approach to fixed income investing. Backed by a classical approach to security analysis, the strategy is focused on small-cap, short-duration, high-yield issues that often fly under the radar of larger competitors.
Intrepid is based in Jacksonville, FL and was founded in 1994 by CEO and portfolio manager Mark Travis. Mark spent the beginning of his career leading a successful brokerage team alongside his father. Seeing firsthand how clients were being hit with unnecessary layers of fees, Mark and his dad became disenchanted with the big brokerage model and set out on their own to start Intrepid and better serve their clients.
Havener Capital Partners will partner with Intrepid on its content marketing capabilities. Founder and CEO Stacy Havener has known the team at Intrepid for years and is thrilled to make the partnership official:
“Thirty years ago, Intrepid was an underdog trying to help investors steer clear of the predatory fee model of the big brokerage houses. Today, Intrepid continues to focus on boutique and differentiated products that couldn’t be replicated by larger competitors. They are a great fit for Havener and we’re so happy to have them on board as a partner.”
For more information, please contact Anna Robinson at Havener Capital Partners at 401-314-9631 | anna@havenercapital.com or Donnie Horner at Intrepid Capital at 904-242-5096 | dhorner@intrepidcapital.net
About Intrepid Capital Funds
Intrepid Capital Funds is a Jacksonville, Florida-based investment management firm that specializes in managing fixed income and equity portfolios for individuals and institutions. The firm was founded in 1994 by Mark Travis, who serves as CEO and portfolio manager. Intrepid employs conservative and value-oriented investment strategies which emphasize absolute returns and capital preservation. With over two decades of experience in the investment management industry, Intrepid is known for providing high-quality investment solutions backed by deep fundamental analysis and a disciplined valuation process.
About Havener Capital Partners
Havener Capital Partners is a sales and marketing agency dedicated to boutique asset managers. Helping some of the world’s most talented investment firms build, launch, and grow funds is important not only for our clients, but also for investors and the industry. Whether it’s testing funds in the market, expanding sales and marketing capabilities, or securing investments from our network of RIAs and family offices, we provide clients with an expert team and a time-tested framework that has raised over $8 billion dollars for boutique funds that led to over $30B in follow-on AUM. More information is available by visiting: havenercapital.com
Havener Capital Partners LLC is an institutional division of Compass Securities Corporation. Securities offered through Compass Securities Corporation. Member FINRA SIPC. 50 Braintree Hill Office Park, Suite 105, Braintree, MA, 01284; T:781-535-6083