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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

John Ferreby, CFA

LEAD PORTFOLIO MANAGER

39
YEARS INDUSTRY EXPERIENCE

Benjamin Thomas, CFA

FOUNDING PRINCIPAL | CIO | LEAD PORTFOLIO MANAGER

27
YEARS INDUSTRY EXPERIENCE

Sean Ketcherside, CFA

ASSOCIATE PORTFOLIO MANAGER | SECTOR ANALYST

16
YEARS INDUSTRY EXPERIENCE

James Moore, CFA

ASSOCIATE PORTFOLIO MANAGER | SECTOR ANALYST

30
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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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.”

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SEAN KETCHERSIDE, CFA