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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

Benjamin Thomas, CFA

FOUNDING PRINCIPAL | CIO | LEAD PORTFOLIO MANAGER

27
YEARS INDUSTRY EXPERIENCE

John Ferreby, CFA

LEAD PORTFOLIO MANAGER

39
YEARS INDUSTRY EXPERIENCE

Sean Ketcherside, CFA

ASSOCIATE PORTFOLIO MANAGER | SECTOR ANALYST

16
YEARS INDUSTRY EXPERIENCE

James Moore, CFA

ASSOCIATE PORTFOLIO MANAGER | SECTOR ANALYST

30
YEARS INDUSTRY EXPERIENCE

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

Waycross Managed Risk Equity Fund (WAYEX)

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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Navigating Market Volatility with Confidence

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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