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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

39
YEARS INDUSTRY EXPERIENCE

Benjamin Thomas, CFA

FOUNDING PRINCIPAL | CIO | LEAD PORTFOLIO MANAGER

27
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

Navigating Market Volatility with Confidence

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Navigating Market Volatility with Confidence

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Navigating Market Volatility with Confidence

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Navigating Market Volatility with Confidence

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Navigating Market Volatility with Confidence

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CAPITAL LETTERS

Navigating Market Volatility with Confidence

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CAPITAL LETTERS

Navigating Market Volatility with Confidence

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CAPITAL LETTERS

Navigating Market Volatility with Confidence

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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.”

"

JOHN W. FERREBY, CFA