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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

28
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 3Q25

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

Chris Greco joins Lauren Albanese from FinNews to discuss how US stock market concentration is shifting focus to active large-cap core investing.

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MARKET COMMENTARY

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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INVESTMENT VIDEOS

Sector Focus and the Key Driver Approach

Sean Ketcherside and Jim Moore sit down to discuss the investment team structure and the Waycross Key Driver Approach.

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INVESTMENT VIDEOS

A Discussion with John Ferreby

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

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INVESTMENT VIDEOS

The Waycross Story

Matt Bevin and Chris Greco come together to talk about Waycross's journey from the inception of their collaboration to the present day.

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INVESTMENT VIDEOS

Why Long Short

Ben Thomas offers insights into Waycross's flagship strategy and the advantages associated with adopting a long/short investment approach.

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INVESTMENT VIDEOS

NPPFA National Round Table Conference

Waycross will be attending this conference.

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EVENTS

KORIED Global Summit

Waycross will be attending this conference.

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EVENTS

MAPERS Annual Conference

Waycross will be attending this conference.

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EVENTS

Public Funds Summit East

Waycross will be attending this conference.

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EVENTS

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.”

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BEN THOMAS, CFA

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