top of page

Strategies and Mutual Funds

Before you invest in the Waycross 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 or visiting www.Waycrossfunds.com. The prospectus should be read carefully before you invest or send money.

The Funds are distributed by Ultimus Distributors, LLC. Ultimus Fund Distributors, LLC and Waycross Partners, LLC are separate and unaffiliated. Mutual fund investing involves risk. Principal loss is possible.

Strategies

Focused Core Equity

A concentrated, high-conviction long-only strategy with the objective to outperform the S&P 500 index over a full market cycle.

Start Now

Managed Risk Equity

Long/short equity mutual fund solution seeking to produce strong risk-adjusted returns with lower volatility than the overall equity market.

Start Now

Opportunity Fund, L.P.

Long/short L.P. fund with an investment objective to generate superior, risk-adjusted returns over time while maintaining a low correlation to large cap equities.

Start Now

Mutual Funds

Waycross Focused Core Equity Fund (WAYFX)

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.

Start Now

Waycross Managed Risk Equity Fund (WAYEX)

Waycross Managed Risk Equity Fund (WAYEX) seeks long-term capital appreciation with a secondary emphasis on capital preservation.

Start Now

Perspectives and Events

Quarterly Outlook 3Q25

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

From Battlefield to Boardroom Chuck Bryant: The A...

Chris Greco and Chuck Bryant, former U.S. Army Ranger, sit down and talk about how the principles of special operations translate to entrepren...

READ MORE

​

U.S Stock Market Concentration Sparks Return to A...

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

Beyond the Break Channel

Beyond the Break is a podcast exploring the pivotal moments that define success. Host Chris Greco uncovers how entrepreneurs, leaders, and bol...

READ MORE

​

Why Core Equity

John Ferreby, our Lead Portfolio Manager, elaborates on our Focused Core Equity Strategy and outlines Why Core.

READ MORE

INVESTMENT VIDEOS

Putting Clients First

Chris Greco, Kathleen MacGilvray, and Guy Pinkman delve into Waycross's Relationship Management process

READ MORE

INVESTMENT VIDEOS

Sector Focus and the Key Driver Approach

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

A Discussion with John Ferreby

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

The Waycross Story

Matt Bevin and Chris Greco come together to talk about Waycross's journey from the inception of their collaboration to the present day.

READ MORE

INVESTMENT VIDEOS

Why Long Short

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

NPPFA National Round Table Conference

Waycross will be attending this conference.

READ MORE

EVENTS

KORIED Global Summit

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

MAPERS Annual Conference

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

Public Funds Summit East

Waycross will be attending this conference.

READ MORE

EVENTS

Let’s Get To Work

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

bottom of page