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Waycross Managed Risk Equity Fund (WAYEX)

Fund Overview

Objective

Waycross Managed Risk Equity Fund (WAYEX) seeks long-term capital appreciation with a secondary emphasis on capital preservation.

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 and short equity positions from a universe of approximately 300 U.S. publically traded companies with a market cap above $1 billion. 

Fund Managers

John Ferreby, CFA

LEAD PORTFOLIO MANAGER

39
YEARS INDUSTRY EXPERIENCE

Benjamin Thomas, CFA

FOUNDING PRINCIPAL | CIO | LEAD PORTFOLIO MANAGER

27
YEARS INDUSTRY EXPERIENCE

Sean Ketcherside, CFA

ASSOCIATE PORTFOLIO MANAGER | SECTOR ANALYST

16
YEARS INDUSTRY EXPERIENCE

James Moore, CFA

ASSOCIATE PORTFOLIO MANAGER | SECTOR ANALYST

30
YEARS INDUSTRY EXPERIENCE

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.

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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Navigating Market Volatility with Confidence

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CAPITAL LETTERS

Navigating Market Volatility with Confidence

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CAPITAL LETTERS

Navigating Market Volatility with Confidence

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CAPITAL LETTERS

Navigating Market Volatility with Confidence

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CAPITAL LETTERS

Navigating Market Volatility with Confidence

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CAPITAL LETTERS

Navigating Market Volatility with Confidence

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CAPITAL LETTERS

Navigating Market Volatility with Confidence

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We take the time to dig deep into companies to find out what the Key Drivers are; what drives the company’s financials and fundamentals, and build our portfolios from that.”

"

SEAN KETCHERSIDE, CFA

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