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Waycross Focused Core Equity Fund (WAYFX)

Fund Overview

Benjamin Thomas, CFA

FOUNDING PRINCIPAL | CIO | LEAD PORTFOLIO MANAGER

27
YEARS INDUSTRY EXPERIENCE

John Ferreby, CFA

LEAD PORTFOLIO MANAGER

39
YEARS INDUSTRY EXPERIENCE

Objective

The Waycross Focused Core Equity Fund (WAYFX) seeks capital appreciation over a full market cycle, which the Fund defines as a sustained upswing in equity markets followed by a pullback and recovery.

Investment Approach

  • Fundamental analysis using the Waycross Key Factor Approach, which keeps us focused on only the most critical drivers to a company's earnings. 

  • Combine bottom-up company research with a comprehensive examination of stock valuation and market sentiment. 

  • Invests in long equity positions from a universe of approximately 300 U.S. publicly traded companies with a market cap above $5 billion. 

  • Concentrated, high-conviction portfolio typically consisting of 25-35 holdings.

Fund Managers

Literature

Fund Fact Sheet

Regulatory Documents

Summary Prospectus

Statutory Prospectus

Statement of Additional Information

Semi-Annual Report

Annual Shareholder Report

Q1 Holdings

Q3 Holdings

All Fund Documents

Proxy Voting Record/N-PX

Our Strategies

Focused Core Equity

Managed Risk Equity

Opportunity Fund, L.P.

Before you invest in the Waycross Focused Core Equity Fund, please refer to the prospectus for important information about the investment company, including investment objectives, risks, charges and expenses. You may also obtain a hard copy of the prospectus by calling (866)267-4304 or visiting www.Waycrossfunds.com. The prospectus should be read carefully before you invest or send money.


The Fund is offered only to United States residents, and the information on this site is intended only for such persons. Nothing on this website should be considered a solicitation to buy or an offer to sell shares of any fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.


Risks

As with any mutual fund investment, there is a risk that you could lose money by investing in the Fund. The success of the Fund's investment strategy depends largely upon the Adviser's skill in selecting securities for purchase and sale by the Fund and there is no assurance that the Fund will achieve its investment objective. The fund is actively managed, and its investment holdings will vary.


Investments in mid-capitalization companies often involve higher risks than large-capitalization companies because these companies may lack the management experience, financial resources, product diversification and competitive strengths of larger companies. Large-capitalization companies are generally more mature and may be unable to respond as quickly as smaller companies to new competitive challenges.


This fund is not suitable for all investors.


The Waycross Focused Core Equity Fund is distributed by Ultimus Distributors, LLC. Ultimus Fund Distributors, LLC and Waycross Partners, LLC are separate and unaffiliated. Mutual fund investing involves risk. Principal loss is possible.

Who We Serve

Waycross is dedicated to offering institutional-level service and communication to all our clients. We are committed to putting clients' alpha first, and our experienced relationship management team provides an industry-leading experience to each of our clients and partners. 

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Let’s Get To Work

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

Perspectives and Events

Navigating Market Volatility with Confidence

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Analyzing Performance Metrics for Superior Results

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Unlocking Value Through Strategic Investments

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“One thing that I like about Core investing is that you are not stuck in one style or the other… I like that ability to rotate through growth and value stocks and have the opportunity to invest where we see the best opportunities for our clients.”

JOHN W. FERREBY, CFA

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