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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

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

Perspectives and Events

MARKET COMMENTARY

Quarterly Outlook 2Q26

Quarterly Review and Outlook from June 2026.

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

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INVESTMENT VIDEOS

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

Chris Greco, Kathleen MacGilvray, and Guy Pinkman delve into Waycross's Relationship Management process

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Sector Focus and the Key Driver Approach

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A Discussion with John Ferreby

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Why Long Short

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NPPFA National Round Table Conference

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GAPPT Trustee School

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FPPTA Trustee School

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IFEBP Employee Benefits Conference

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Let’s Get To Work

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

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