About The Firm

Waycross Partners was founded in July of 2005 and brings together investment professionals who had previously worked together as a team at the institutional asset management firm, INVESCO (formerly National Asset Management). Together, the current partners bring more than 70 years of combined investment experience.

The firm was started with a goal to preserve our client's assets and manage them using an investment strategy that seeks to produce attractive, risk adjusted returns with low correlation to the overall market. As a result, our flagship strategy uses the long/short equity approach to potentially minimize the volatility within our clients’ overall portfolios while improving their expected returns.

For foundations and endowments, we believe the investment strategy of long/short equity delivers a potentially lower-risk alternative to the diversification offered by modern portfolio theory (MPT). Investing using long/short equity gives a portfolio manager the latitude to apply bottom-up fundamental analysis and invest by either buying a company’s stock or selling it short. When accomplished within industry groups, the “pair trades” that result from simultaneously buying and selling short the stocks of different firms enable a long/short equity manager to minimize returns generated by the market (beta) and focus intently on delivering returns produced by superior stock selection (alpha).