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Waycross Managed Risk Equity Fund (WAYEX)

The Waycross Managed Risk Equity Fund (WAYEX)

Actively Managed Risk 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.

Risk Management

As a fund focused on long-term capital appreciation with a secondary emphasis on capital preservation, downside protection is an important part of our investment process.

Experienced Team

Waycross’s partners have worked together for over 25 years, with nearly 15 years of expertise in shorting stocks. The investment team is made up of 6 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.

The Waycross Managed Risk Equity Fund (WAYEX) is managed using the same investment process as the original long/short hedge fund strategy that Waycross Partners was founded on more than 15 years ago. In 2015, we began offering the long/short hedge fund strategy in a more accessible, transparent ’40 Act mutual fund to better serve our clients, all the while maintaining our boutique heritage in long/short investing.

Fund Details


The Waycross Managed Risk Equity Fund (Ticker: WAYEX) seeks long-term capital appreciation with a secondary emphasis on capital preservation.

Investment Approach:

  • 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 and short equity positions from a universe of approximately 300 U.S. publicly traded companies with a market cap above $1 billion.


Waycross Partners, LLC

4965 U.S. Highway 42, Suite 2900

Louisville, Kentucky  40222



(866) 267-4304

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 Managed Risk Equity fund is actively managed and its investment holdings will vary. Overall equity market risks may affect the value of your investment. This fund is not suitable for all investors and there are special risks associated with Long/Short investing. There is risk that the fund’s long or short positions will not perform as expected. Losses on one type of position could more than offset gains on the other, or both long and short positions may suffer losses. A short position will lose value as the security’s price increases. Theoretically, the loss on a short sale can be unlimited.

The Waycross Family of Funds is distributed by Ultimus Fund Distributors, LLC.

Mutual fund investing involves risk. Principal loss is possible.