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Opportunity Fund, L.P.

Strategy Overview

Objective

The Waycross Opportunity Fund, L.P. seeks to deliver superior risk-adjusted returns with downside protection. 

Investment Approach

By taking advantage of both long and short positions, the Strategy expands opportunities to generate returns, while managing risk with reduced volatility. 

  • Using the Waycross Key Driver approach, which keeps us focused on only the most critical drivers to a company's earnings

  • Targets exposure to sectors with the greatest dispersion between winners and losers, and alpha opportunities (Tech, Healthcare, Consumer)

Fund Manager

Benjamin Thomas, CFA

FOUNDING PRINCIPAL | CIO | LEAD PORTFOLIO MANAGER

27
YEARS INDUSTRY EXPERIENCE

Quick Facts

Strategy Inception:

7/1/2013

Primary Capitalization:

Large Cap

Primary Style Emphasis:

Long/Short Equity

Primary Benchmark:

S&P 500

Net Exposure Range:

40-80%

Literature

Our Strategies

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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You get a good risk-adjusted return…we have upside participation with the market but downside protection if the market does decline as the overall goal.”

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BEN THOMAS, CFA

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