Before you invest in the Navian Waycross Long/Short 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. 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 web site 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.
The Navian Waycross Long/Short Equity Fund is distributed by Ultimus Fund Distributors, LLC.
Mutual fund investing involves risk. Principal loss is possible.
Adviser to the Fund:
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Navian Capital, LLC offers financial professionals access to a diverse range of investment opportunities. The firm is headquartered in Cincinnati, Ohio but has satellite locations from coast to coast to best support client activities.
Waycross Partners is an independent investment management firm located in Louisville, Kentucky. The firm specializes in managing equity assets for institutional and high net worth individuals.
November 14, 2016: Waycross Partners enters into partnership with Navian Capital
Link to Press Release
U.S. equities ended the year on a positive note in December as the S&P 500 posted a +3.82% return for the fourth quarter, bringing the full-year index results to +11.96% on a total return basis. Performance for the quarter varied by market sector. Financials were by far the best performing group with a +21% return during the quarter, followed by Energy (+7%) and Industrials (+7%). The Real Estate, Health Care and Consumer Staples sector posted modest losses in the fourth quarter.