Waycross Focused Core Equity Fund (WAYFX)
Fund Overview
Objective
The Waycross Focused Core Equity Fund (WAYFX) seeks capital appreciation over a full market cycle, which the Fund defines as a sustained upswing in equity markets followed by a pullback and recovery.
Investment Approach
Fundamental analysis using the Waycross Key Factor Approach, which keeps us focused on only the most critical drivers to a company's earnings.
Combine bottom-up company research with a comprehensive examination of stock valuation and market sentiment.
Invests in long equity positions from a universe of approximately 300 U.S. publicly traded companies with a market cap above $5 billion.
Concentrated, high-conviction portfolio typically consisting of 25-35 holdings.
Fund Managers
Literature
Regulatory Documents
Our Strategies
Who We Serve
Waycross is dedicated to offering institutional-level service and communication to all our clients. We are committed to putting clients' alpha first, and our experienced relationship management team provides an industry-leading experience to each of our clients and partners.
Navigating Market Volatility with Confidence
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
READ MORE
CAPITAL LETTERS
Analyzing Performance Metrics for Superior Results
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
READ MORE
CAPITAL LETTERS
Unlocking Value Through Strategic Investments
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
READ MORE
CAPITAL LETTERS
One thing about Core is you are not stuck in one style or the other… I like the ability to rotate through the two styles and have the opportunity to pick the stocks in either style.”
"
JOHN W. FERREBY, CFA