Focused Core Equity
Strategy Overview
Objective
The Waycross Focused Core Equity Strategy is an actively managed equity strategy that seeks to produce superior returns relative to the S&P 500 Index.
Investment Approach
Maintain a low turnover and focus on a concentrated large cap equity portfolio.
Conduct fundamental analysis using the Waycross Key Driver approach to stay focused on only the most critical drivers of a company's earnings.
Seek investment opportunities with above-average return expectations at reasonable prices.
Fund Managers
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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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Who We Serve
Waycross is dedicated to offering institutional-level service and communication to all our clients
One thing about Core is you are not stuck in one style or the other… I like the ability to rotate through the two styles and have the opportunity to pick the stocks in either style.”
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JOHN W. FERREBY, CFA