top of page

Opportunity Fund, L.P.

Strategy Overview

Objective

The Waycross Opportunity Fund, L.P. seeks to deliver superior risk-adjusted returns with downside protection. 

Investment Approach

By taking advantage of both long and short positions, the Strategy expands opportunities to generate returns, while managing risk with reduced volatility. 

  • Using the Waycross Key Driver approach, which keeps us focused on only the most critical drivers to a company's earnings

  • Targets exposure to sectors with the greatest dispersion between winners and losers, and alpha opportunities (Tech, Healthcare, Consumer)

Fund Manager

Benjamin Thomas, CFA

FOUNDING PRINCIPAL | CIO | LEAD PORTFOLIO MANAGER

29
YEARS INDUSTRY EXPERIENCE

Quick Facts

Strategy Inception:

7/1/2013

Primary Capitalization:

Large Cap

Primary Style Emphasis:

Long/Short Equity

Primary Benchmark:

S&P 500

Net Exposure Range:

40-80%

Literature

Our Strategies

Let’s Get To Work

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

Perspectives and Events

Quarterly Outlook 4Q25

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

READ MORE

CAPITAL LETTERS

U.S Stock Market Concentration Sparks Return to A...

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

READ MORE

CAPITAL LETTERS

Why Core Equity

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

READ MORE

CAPITAL LETTERS

Putting Clients First

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

READ MORE

CAPITAL LETTERS

Sector Focus and the Key Driver Approach

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

READ MORE

CAPITAL LETTERS

A Discussion with John Ferreby

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

READ MORE

INVESTMENT VIDEOS

Why Long Short

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

READ MORE

CAPITAL LETTERS

GAPPT Annual Conference

Waycross will be attending this conference.

READ MORE

EVENTS

Invest Ops

Waycross will be attending this conference.

READ MORE

EVENTS

NCCMP Annual Conference

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

READ MORE

CAPITAL LETTERS

You get a good risk-adjusted return…we have upside participation with the market but downside protection if the market does decline as the overall goal.”

"

BEN THOMAS, CFA

bottom of page