The Waycross Focused
Core Equity Fund (WAYFX)
Actively Managed Long-Only Equity
Key Factor Analysis
Our process is based upon fundamental analysis that identifies and continually focuses on the top three most critical drivers (Key Factors) for a specific company’s earnings.
The Focused Core Equity Portfolio is a concentrated portfolio of the investment team’s strongest conviction ideas, purchased with the intent to hold for the long-term.
Waycross’s partners have worked together for more than 20 years, with nearly 15 years of expertise in shorting stocks. The investment team is made up of 5 CFA charterholders.
In 2005, Waycross Partners LLC was founded on one simple idea:
Opportunities for active management are more abundant when an investor is able to take either side of an equity investment and is not constrained to only purchases on the long side.
Following the successful application of our key factor approach to our Long/Short Equity Strategy, clients asked us to offer a long-only strategy for separately managed accounts and, after additional client demand, in 2020, we began offering the strategy to mutual fund investors as the Waycross Focused Core Equity Fund.
The Waycross Focused Core Equity Fund (WAYFX) seeks capital appreciation over a full market cycle, which the Fund defines as a sustained upswing in equity markets followed by a pull back, and recovery.
- 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 equity positions from a universe of approximately 300 U.S. publicly traded companies with a market cap above $5 billion.
- Concentrated, high-conviction portfolio typically consisting of 25 to 35 holdings
Waycross Partners launched its long-only strategy in 2013. Its objective is to seek capital appreciation over a full market cycle, which the Fund defines as a sustained upswing in equity markets followed by a pull back, and recovery. Our approach to long-only investment management focuses on extensive, bottom-up company research. We emphasize companies that are either leaders in their respective industries or are disrupting their industries through innovation. The Strategy typically maintains a market exposure range of 95-100% investment across 25 to 35 holdings.
Inception Date: December 15, 2020
Advisor: Waycross Partners, LLC
Minimum Investment: $5,000
Primary Benchmark: S&P 500
Before you invest in the Waycross Family of Funds, 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 Waycross Family of Funds 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 Focused Core Equity Fund is non-diversified under the Investment Company Act and employs a concentrated investment strategy. Accordingly, the Fund may have a greater portion of its assets in, and its performance may be affected by, a smaller number of issuers than if it were a diversified, less concentrated fund.
Market risk is the risk that the value of the securities in the Fund’s portfolio may decline due to daily fluctuations in the securities markets that are generally beyond the Adviser’s control, including fluctuations in interest rates, the quality of the Fund’s investments, economic conditions, and general equity market conditions.
The Waycross Family of Funds is distributed by Ultimus Fund Distributors, LLC.
Mutual fund investing involves risk. Principal loss is possible.