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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.

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Managed Risk Equity

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

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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.

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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.

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Waycross Managed Risk Equity Fund (WAYEX)

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

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Perspectives and Events

Quarterly Outlook 3Q25

Quarterly Review and Outlook from September 2025.

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MARKET COMMENTARY

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

Chris Greco joins Lauren Albanese from FinNews to discuss how US stock market concentration is shifting focus to active large-cap core investing.

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MARKET COMMENTARY

Why Core Equity

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

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INVESTMENT VIDEOS

Putting Clients First

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Sector Focus and the Key Driver Approach

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A Discussion with John Ferreby

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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.

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INVESTMENT VIDEOS

Why Long Short

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NPPFA National Round Table Conference

Waycross will be attending this conference.

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EVENTS

KORIED Global Summit

Waycross will be attending this conference.

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EVENTS

MAPERS Annual Conference

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Public Funds Summit East

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Let’s Get To Work

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

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