The Waycross Growth Strategy was launched in 2011.  The objective is to outperform the S&P 500 index over a full market cycle.  Our approach to long-only investment management remains focused on extensive, bottom-up company research.  We emphasize companies who are either leaders in their respective industries or are disrupting their industries through innovation.  The strategy maintains a higher market exposure range of 95-100% invested across 25-35 holdings.  To better serve our clients' needs, the strategy can be customized for adherence with specific guidelines and tax considerations.

Waycross Growth Strategy

Investment Strategies

The Waycross Long/Short Opportunity strategy was launched in 2013.  Similar to our flagship strategy, the investment objective is to generate superior, risk-adjusted returns over time while maintaining a low correlation to large cap equities.  Our investment process leads us to seek out both long and short opportunities.  The strategy targets a net exposure (longs minus shorts) range of 50% to 100%, with a maximum gross exposure (longs plus shorts) of 150%.  The resulting portfolio is positioned to participate in equity market up-trends, but maintains downside protection.

Waycross Long/Short Opportunity Strategy

Our flagship strategy, the Waycross Long/Short Equity strategy, was launched in 2005.  The investment objective is to preserve client capital and generate superior, risk-adjusted returns over time.  Our investment process leads us to seek out both long and short opportunities. The strategy maintains a low net exposure (longs minus shorts) range of 0% to 50%, with a maximum gross exposure (longs plus shorts) of 200%.  The resulting portfolio has a low correlation to the large cap equity market.

Waycross Long/Short Equity Strategy