About The Firm

Waycross Partners was founded in July of 2005 and brings together investment professionals who had previously worked together at the institutional asset management firm, INVESCO (formerly National Asset Management). Together, the current partners bring more than 70 years of combined investment experience.

The firm was started with a goal to preserve our client's assets and manage them using an investment strategy that seeks to produce attractive, risk adjusted returns with low correlation to the overall market. As a result, we use the long/short equity approach to asset management to potentially minimize the volatility within our clients’ overall portfolios while improving their expected returns.

For foundations and endowments, we believe the investment strategy of long/short equity delivers a long-needed, potentially lower-risk alternative to the diversification offered by modern portfolio theory (MPT). Investing using long/short equity gives a portfolio manager the latitude to apply bottom-up fundamental analysis and invest by either buying a company’s stock or selling it short. When accomplished within industry groups, the “pair trades” that result from simultaneously buying and selling short the stocks of different firms enable a long/short equity manager to minimize returns generated by the market (beta) and focus intently on delivering returns produced by superior stock selection (alpha).