Other Services

Customized Portfolio Services

We provide institutional quality portfolio construction for individual investors. We seek to understand your specific risk/return requirements and then carefully opportunities to achieve your goals using the same investment process that we use for the Intrepid Global Opportunities Fund (“The Fund”). You have the option to customize your investments.

Financial Advisory

We provide our clients, advice and due diligence on investments in

Private Equity transactions
Hedge funds
Mutual funds

We can help you choose the best investment products that best suit your requirements. At the same time we will provide you with a risk assessment metric for each product so that you are aware about your investment from all angles.

Equity Research

We provide detailed company and industry research for investors, who are looking for in-depth insights for their current or potential investments. This includes detailed financial models which allow the ability to test companies operating and financial performance under various assumption scenarios.

Customized Services and Discretionary Portfolio Management have significantly higher minimums than the Fund, and are usually suitable only for Institutions and Ultra-High Net Worth Individuals.