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Endowments & Foundations

Published by Waycross Partners on

How We Work With Endowments & Foundations:

One of the greatest threats that Foundations and Endowments face is the necessity to take distributions from the portfolio during times of market distress.

Long-Short Equity helps alleviate this risk by:

Providing 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 may make sense for your organization.

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 losing upside participation, this alternative asset class may be able to help your organization achieve its goal.

Curious if an allocation to Long/Short Equity is right for your foundation or endowment? Contact us to find out more.
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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.
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As we monitor news about COVID-19, our response is focused on the health and safety of our associates, clients and partners and on meeting the expectations of our clients.

While the market environment, and the uncertainty about its impact, could continue for some time, our experienced investment team has weathered periods of heightened volatility before. In the event we must work from home, we are confident that our technology systems and business continuity planning will allow us to remain focused on managing client portfolios.

This situation remains fluid, and we will continue to update you as appropriate. As always, we invite clients to reach out to us with any concerns you might have. We hope that you are safe and healthy during this unsettling time and appreciate your continued confidence in and partnership with Waycross Partners.