Endowments & Foundations

Published by Waycross Partners on

How We Work With Endowments & Foundations:

Waycross Partners understands that, in order to be successful, Endowments and Foundations need to select managers that understand their unique needs. As such, we have built out long only and long short equity solutions that give our Endowment and Foundation clients the advantage of targeting specific risk return metrics. 

For most of our Endowment and Foundation clients, long short equity plays an essential role in their portfolio due to the following advantages:

Downside Protection

The compounding effect of a down market, coupled with the need to take regular distributions, can create a significant performance drag for an endowment or foundation. With long short equity strategies geared towards reducing this risk, an allocation to long short equity could give your portfolio an advantage over the long term.

Reducing Volatility

Most endowments and foundations are looking for vehicles that can provide them with regular, reliable returns year after year. With long short equity strategies designed to reduce volatility without sacrificing upside participation, this alternative asset class may be able to help your organization achieve its goals.

Curious if an allocation to Long Short Equity is right for your Foundation or Endowment? Contact us to find out more.
Past performance is not an indication of future results. The analysis above is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by Waycross Partners, LLC to buy, sell or hold such investments. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.
Categories: Our Clients

Waycross Long/Short Equity Fund (WAYEX) reaches five year milestone.