Our Strategies
Our Strategies
At Waycross Partners, we believe that successful investing is a balance between conviction and discipline. Conviction is achieved through our Key Factor Approach to fundamental analysis, which keeps us focused on only the most critical drivers to a company’s earnings. A disciplined approach to risk management is embedded within our investment process as we seek to understand, monitor, and limit downside risk. This investment philosophy represents the guiding principles that shape our investment decision making process through each of our three strategies.
Waycross Focused Core Equity Strategy
Waycross Partners launched its long-only Focused Core Equity Strategy in 2013. 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 that 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% investment across 25-35 holdings. To better serve our clients’ needs, the strategy can be customized to adhere with specific guidelines and tax considerations.
Investment Vehicles: ’40 Act Fund, Separately Managed Accounts, TAMP/UMA
Waycross Long/Short Equity Strategy
The Waycross Long/Short Equity Strategy is our flagship strategy and was launched in 2005. The investment objective is to produce strong risk-adjusted returns with lower volatility than the overall equity markets. Our investment process leads us to seek out both long and short opportunities. The Strategy typically targets gross long exposure between 90-100% and gross short exposure between 40-60%. Net market exposure typically ranges from 40%-60%.
Investment Vehicles: ’40 Act Fund, SMA Platform
Waycross Long/Short Opportunity Strategy
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 market exposure in the range of 40-80%, but it can range from 0-100%, 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.
Investment Vehicles: Limited Partnership
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Before you invest in the Waycross Family of Funds, 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. The prospectus should be read carefully before you invest or send money.
The Waycross Family of Funds is offered only to United States residents, and the information on this site is intended only for such persons. Nothing on this website 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.
The Waycross Long/Short Equity Fund is actively managed and its investment holdings will vary. Overall equity market risks may affect the value of your investment. 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 Focused Core Equity Fund is non-diversified under the Investment Company Act and employs a concentrated investment strategy. Accordingly, the Fund may have a greater portion of its assets in, and its performance may be affected by, a smaller number of issuers than if it were a diversified, less concentrated fund.
Market risk is the risk that the value of the securities in the Fund’s portfolio may decline due to daily fluctuations in the securities markets that are generally beyond the Adviser’s control, including fluctuations in interest rates, the quality of the Fund’s investments, economic conditions, and general equity market conditions.
The Waycross Family of Funds is distributed by Ultimus Fund Distributors, LLC.
Mutual fund investing involves risk. Principal loss is possible.
ADVISOR TO FUND
Waycross Partners, LLC
4965 U.S. Highway 42, Suite 2900
Louisville, Kentucky 40222
waycrossfunds@waycrosspartners.com
www.WaycrossPartners.com
SHAREHOLDER SERVICES
(866) 267-4304