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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

Benjamin Thomas, CFA

FOUNDING PRINCIPAL | CIO | LEAD PORTFOLIO MANAGER

27
YEARS INDUSTRY EXPERIENCE

John Ferreby, CFA

LEAD PORTFOLIO MANAGER

39
YEARS INDUSTRY EXPERIENCE

Literature

Fund Fact Sheet

Regulatory Documents

Summary Prospectus

Statutory Prospectus

Statement of Additional Information

Semi-Annual Report

Annual Shareholder Report

Q1 Holdings

Q3 Holdings

All Fund Documents

Our Strategies

Focused Core Equity

Managed Risk Equity

Opportunity Fund, L.P.

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. 

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Let’s Get To Work

Contact a member of our Relationship Management Team for more information.

Perspectives and Events

Navigating Market Volatility with Confidence

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Analyzing Performance Metrics for Superior Results

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Unlocking Value Through Strategic Investments

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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.”

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JOHN W. FERREBY, CFA