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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

John Ferreby, CFA

LEAD PORTFOLIO MANAGER

40
YEARS INDUSTRY EXPERIENCE

Benjamin Thomas, CFA

FOUNDING PRINCIPAL | CIO | LEAD PORTFOLIO MANAGER

28
YEARS INDUSTRY EXPERIENCE

Quick Facts

Strategy Inception:

1/1/2013

Primary Capitalization:

Large Cap

Primary Style Emphasis:

Core

Benchmark:

S&P 500

# of Holdings :

30

Literature

Strategy Fact Sheet

Waycross Focused Core Equity Fund (WAYFX)

Our Strategies

Let’s Get To Work

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

Perspectives and Events

Quarterly Outlook 2Q25

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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...

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PODCAST

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

Beyond the Break Channel

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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

Chris Greco and John Ferreby, our Lead Portfolio Manager, sit down to discuss the current state of the market.

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INVESTMENT VIDEOS

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

Ben Thomas offers insights into Waycross's flagship strategy and the advantages associated with adopting a long/short investment approach.

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INVESTMENT VIDEOS

NPPFA National Round Table Conference

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KORIED Global Summit

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MAPERS Annual Conference

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Public Funds Summit East

Waycross will be attending this conference.

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EVENTS

“One thing that I like about Core investing is that you are not stuck in one style or the other… I like that ability to rotate through growth and value stocks and have the opportunity to invest where we see the best opportunities for our clients.”

JOHN W. FERREBY, CFA

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