• BA, Yale University
  • MBA, Dartmouth College
  • 27 Years Investment Experience 

James E. Moore, III, CFA


James E. Moore, III


  • BS, University of Kentucky
  • MSF, Indiana University
  • 3 Years Investment Experience 

Benjamin H. Thomas, CFA

Managing Partner | Portfolio Manager

  • BS, University of Kentucky
  • MBA, Indiana University
  • 19 Years Investment Experience
  • Former Portfolio Manager - Invesco 

Adviser to the Fund:

Waycross Partners, LLC
One Riverfront Plaza
401 W. Main Street, Suite 2100
Louisville, Kentucky  40202

Shareholder Services:

(866) 267-4304

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. 

*Bottom-up investing:  An investment approach that de-emphasizes the significance of economic and market cycles by focusing on the analysis of individual stocks.

Tyler H. Carter


Larry J. Walker


The people at Waycross Partners make the difference.  Our team of highly credentialed professionals utilizes an investment approach based on bottom-up* company research that combines a comprehensive examination of a company's fundamentals, valuation and market sentiment.  Portfolios are actively managed as we seek to achieve consistent, positive returns by continually researching new opportunities for possible profitable stock selection.  Our senior leaders have worked together in the past, creating a productive and collegial work environment.  Waycross analysts are industry specialists with a deep understanding of the competitive landscape unique to their market niche.    

Navian Waycross Long/Short Equity Fund

  • BS, Purdue University
  • MBA, University of Louisville
  • 39 Years Investment Experience
  • Former Portfolio Manager - Invesco 

Tyler H. Carter


John W. Ferreby, CFA

Partner | Portfolio Manager

John W. Ferreby


Benjamin H. Thomas

Managing Partner


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Larry J. Walker, CFA

Partner | Strategist 

  • BA, Dartmouth College
  • 27 Years Investment Experience
  • Former Portfolio Manager - Invesco