Amy Allen Lord

Portfolio Manager-Equities at

Suncoast Equity Management LLC

Finance

Consumer Services

Profile

Ms. Amy A. Lord, CFA, is Senior Vice President & Co-Portfolio Manager at Suncoast Equity Management LLC.
Prior to joining Suncoast Equity Management in September 2008, Ms. Lord was Vice President and Portfolio Manager with Intrepid Capital where she was sole manager of the company’s Large Cap Equity and Investment Grade Fixed Income portfolios.
Prior to joining Intrepid in 2001, she was Managing Director, Senior Portfolio Manager of The Investment Counsel Company.
During her nine years with the firm, her responsibilities included equity and fixed income portfolio management and analysis marketing and client servicing and overseeing GIPS performance compliance.
She is a past President of the CFA Society of Orlando, as well as a member of the CFA Institute.
She earned a Bachelor of Science in Advertising, with a minor in Mathematics, from the University of Florida.
She is a CFA charterholder.

Amy Allen Lord active positions

Companies	Position	Start
Suncoast Equity Management LLC Suncoast Equity Management LLC Investment ManagersFinance SEM actively seeks opportunities to minimize the risk of permanent capital loss. The core of their investment management approach lies in selecting individual companies that excel within their Disciplined Investment System (SEM-DIS). The firm prioritizes companies with favorable long-term prospects and a sustainable competitive advantage. By investing in growth-oriented businesses, they aim to enhance the potential returns for the overall portfolio.	Portfolio Manager-Equities	2008-08-31

All active positions of Amy Allen Lord

Former positions of Amy Allen Lord

Companies	Position	End
Intrepid Capital Management, Inc. (Florida) Intrepid Capital Management, Inc. (Florida) Investment ManagersFinance Intrepid Capital is focused on pursuing superior risk-adjusted returns over full market cycles. The firm’s disciplined research process, conservative valuation methodology, and contrarian mindset are the cornerstone of their investment philosophy. Their research is done internally following a bottom-up, value-based strategy.	Portfolio Manager-Equities	2008-07-31
Investment Counsel Co. Investment Counsel Co. Investment ManagersFinance Provides advisory and investment services	Corporate Officer/Principal	2000-12-30

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Private companies	4
Intrepid Capital Management, Inc. (Florida) Intrepid Capital Management, Inc. (Florida) Investment ManagersFinance Intrepid Capital is focused on pursuing superior risk-adjusted returns over full market cycles. The firm’s disciplined research process, conservative valuation methodology, and contrarian mindset are the cornerstone of their investment philosophy. Their research is done internally following a bottom-up, value-based strategy.	Finance
Investment Counsel Co. Investment Counsel Co. Investment ManagersFinance Provides advisory and investment services	Finance
Suncoast Equity Management LLC Suncoast Equity Management LLC Investment ManagersFinance SEM actively seeks opportunities to minimize the risk of permanent capital loss. The core of their investment management approach lies in selecting individual companies that excel within their Disciplined Investment System (SEM-DIS). The firm prioritizes companies with favorable long-term prospects and a sustainable competitive advantage. By investing in growth-oriented businesses, they aim to enhance the potential returns for the overall portfolio.	Finance
University of Florida University of Florida Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services