Waycross Managed Risk Equity Fund (WAYEX)
Fund Overview
Objective
Waycross Managed Risk Equity Fund (WAYEX) seeks long-term capital appreciation with a secondary emphasis on capital preservation.
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 and short equity positions from a universe of approximately 300 U.S. publically traded companies with a market cap above $1 billion.
Fund Managers
Literature
Regulatory Documents
Our Strategies
Before you invest in the Waycross Managed Risk Equity Fund, please refer to the prospectus for important information about the investment company, including investment objectives, risks, charges, and expenses. You may also obtain a hard copy of the prospectus by calling (866) 267-4304 or visiting www.Waycrossfunds.com. The prospectus should be read carefully before you invest or send money.
The Fund is offered only to United States residents, and the information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
Risks
Past performance is no guarantee of future results. Principal loss is possible. As with any mutual fund investment, there is a risk that you could lose money by investing in the Fund. The success of the Fund's investment strategy depends largely upon the Adviser's skill in selecting securities for purchase and sale by the Fund and there is no assurance that the Fund will achieve its investment objective. The fund is actively managed, and its investment holdings will vary.
This fund is not suitable for all investors and there are special risks associated with Long/Short investing. There is risk that the fund's long or short positions will not perform as expected.
Losses on one type of position could more than offset gains on the other, or both long and short positions may suffer losses. A short position will lose value as the security's price increases. Theoretically, the loss on a short sale can be unlimited.
The Waycross Managed Risk Equity Fund is distributed by Ultimus Distributors, LLC. Ultimus Fund Distributors, LLC and Waycross Partners, LLC are separate and unaffiliated.
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
We take the time to dig deep into companies to find out what the Key Drivers are; what drives the company’s financials and fundamentals, and build our portfolios from that.”
"
SEAN KETCHERSIDE, CFA