Managed Risk Equity
Strategy Overview
Objective
The flagship strategy's investment objective is to produce strong risk-adjusted returns with lower volatility than the overall markets.
Investment Approach
Combine Focused Core Equity Strategy Portfolio with pairs trading and Alpha generation
Conduct fundamental analysis using the Waycross Key Driver Approach to stay focused on the most critical drivers of a company's earnings
Identify investment opportunities with above-average return expectations at reasonable prices
Fund Managers
Quick Facts
Strategy Inception:
7/1/2005
Primary Capitalization:
Large Cap
Primary Style Emphasis:
Long/Short Equity
Primary Benchmark:
S&P 500
Secondary Benchmark:
Credit Suisse All Hedge Long/Short Equity Index
Literature
Our Strategies
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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
We take the time to dig deep into companies to find out what the Key Drivers are; what drives the company’s financials and fundamentals, and build our portfolios from that.”
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SEAN KETCHERSIDE, CFA