Founded in 1999 by Mark Coe, Intrinsic Edge Capital Management is an Illinois-based hedge fund manager built upon his vision to capitalize on market inefficiencies. The firm, which employs 22 professionals, specializes in fundamental, catalyst-driven strategies centered on small and mid-cap US equity securities.
Mark Coe is the Founder and Chief Investment Officer of Intrinsic Edge Capital Management. He launched his investment career in 1987 as an analyst at Gofen and Glossberg, Inc., and later established Kent Associates within Paine Webber. In 1999, Mark founded Coe Capital Management, focusing on investment management and advisory services, and initiated the first Intrinsic Edge fund. Mark holds a BS in Accounting from the University of Illinois – Urbana Champaign, where he received the prestigious "Bronze Tablet," one of the university's highest academic honors. He also earned a Masters of Management in Finance and Economics from Northwestern University’s J.L. Kellogg Graduate School of Business. Beyond his professional achievements, Mark is actively engaged with various educational and charitable organizations. He currently serves on the Board of Trustees of Keshet and the Investment Committee for the University of Illinois, in addition to being the Governing Director for the University of Illinois Foundation.
Intrinsic Edge Capital Management, a hedge fund managing $1,629,903,013 in discretionary assets as per form ADV dated March 2024, serves 5 clients. Their Q1 2024 13F filing reported $1,277,114,790 in managed 13F securities, with the top 10 holdings comprising 23.35% of the portfolio. The largest holding is Mobileye Global Inc., with 1,213,099 shares held.