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
Literature
Regulatory Documents
Our Strategies
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.
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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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.”
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SEAN KETCHERSIDE, CFA