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Intrepid Value Fund - A (JIVAX)

Intrepid Value Fund - A (JIVAX)
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
Dennis Ruhl
Dennis Ruhl| Managing Director Biography

Dennis S. Ruhl, managing director, is the head of the U.S. Behavioral Finance Small Cap Equity Group. A member of the team since 2001, Dennis also acts as a portfolio manager and leads quantitative research and implementation for the broader U.S. Behavioral Finance Team. An employee since 1999, Dennis previously worked on quantitative equity research (focusing on trading) as well as business development. Dennis holds dual bachelor's degrees in mathematics and computer science and a master's degree in computer science, all from MIT. He is the current New York and former National Chair of the Board of Minds Matter, a non-profit mentoring organization, and is also a former board member of the MIT Club of New York and regional vice chair of the MIT Educational Council. Dennis is a CFA charterholder.

Education
    B.A., Mathematics, Massachusetts Institute of Technology B.A., Computer Science, Massachusetts Institute of Technology
Experience
  • Industry Experience, 15 Years
  • Firm Experience, 15 Years
  • Fund Experience, 2 Years
Other funds managed by Dennis Ruhl:
Jason Alonzo
Jason Alonzo| Vice President Biography

Jason Alonzo, executive director, is a senior portfolio manager of the US Behavioral Finance Equity group that is responsible for the Intrepid strategies. Jason was part of the initial research and implementation in launching the large cap strategies, and has been part of the large cap team since inception in 2003. Jason previously worked as an Investment Assistant in the US Equity group, and prior to that as an analyst in the Internal Consulting Services program, completing assignments in Corporate Technology, LabMorgan, Credit Derivatives and ultimately the US Equity group. Jason received a B.S. in Management and Technology from Rensselaer Polytechnic Institute in 1999.

Education
  • B.S., Management/Technology, Rensselaer Polytechnic Institute
Experience
  • Industry Experience, 14 Years
  • Firm Experience, 14 Years
  • Fund Experience, 9 Years
Other funds managed by Jason Alonzo:
Pavel Vaynshtok
Pavel Vaynshtok| Executive Director Biography

Pavel R. Vaynshtok, vice president, is a senior portfolio manager of the U.S. Behavioral Finance Equity Group responsible for the Intrepid strategies. He rejoined the firm in 2011. Previously Pavel was a portfolio manager and the head of quantitative research at ING Investment Management where he managed fundamental and quantitative equity portfolios and led quantitative research team in conducting research for all ING equity strategies in the U.S. From 1999 until 2002, Pavel was a portfolio manager and a quantitative research analyst in J.P.Morgan's U.S. Behavioral Finance Small Cap Equity Group. Pavel started his career at Accenture where he was a senior consultant in the Financial Services Practice. Pavel is a CFA charterholder.

Education
  • M.B.A. in finance from the University of Michigan Business School
  • B.S. in operations research and economics from the Columbia University School of Engineering and Applied Science
Experience
  • Industry Experience, 18 Years
  • Firm Experience, 4 Years
  • Fund Experience, 2 Years
Other funds managed by Pavel Vaynshtok:

There is no assurance that behavioral finance strategies will protect against the loss of capital.