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

James E. Moore, III, CFA

Analyst

Benjamin H. Thomas, CFA

Managing Partner | Portfolio Manager

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

Benjamin H. Thomas

Managing Partner

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.    


Adviser to the Fund:


Waycross Partners, LLC
4965 U.S. Highway 42, Suite 2900
Louisville, Kentucky  40222
waycrossfunds@waycrosspartners.com

Shareholder Services:


(866) 267-4304

Before you invest in the 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 Waycross Long/Short Equity Fund is distributed by Ultimus Fund Distributors, LLC.

Mutual fund investing involves risk. Principal loss is possible. 

  • BS, Pennsylvania State University
  • 16 Years Investment Experience 

Tyler H. Carter

Analyst

Larry J. Walker, CFA

Partner | Strategist 

John W. Ferreby

Partner

FINRA's BrokerCheck   Check the background of Ultimus Fund Distributors, LLC, on FINRA's BrokerCheck

*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

Analyst

WAYEX


Waycross Long/Short Equity Fund



Paul F. Hummer, CFA

Analyst

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

John W. Ferreby, CFA

Partner | Portfolio Manager

  • BS, University of Kentucky
  • MSF, Indiana University
  • 3 Years Investment Experience 
  • BA, Dartmouth College
  • 27 Years Investment Experience
  • Former Portfolio Manager - Invesco 

Paul F. Hummer

Analyst

James E. Moore, III

Analyst

Larry J. Walker

Partner