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Strategies and Mutual Funds

Strategies

Focused Core Equity

A concentrated, high-conviction long-only strategy with the objective to outperform the S&P 500 index over a full market cycle.

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Managed Risk Equity

Long/short equity mutual fund solution seeking to produce strong risk-adjusted returns with lower volatility than the overall equity market.

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Opportunity Fund, L.P.

Long/short L.P. fund with an investment objective to generate superior, risk-adjusted returns over time while maintaining a low correlation to large cap equities.

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Mutual Funds

Waycross Focused Core Equity Fund (WAYFX)

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 pullback and recovery.

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Waycross Managed Risk Equity Fund (WAYEX)

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

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Perspectives and Events

Navigating Market Volatility with Confidence

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Analyzing Performance Metrics for Superior Results

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Unlocking Value Through Strategic Investments

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Let’s Get To Work

Contact a member of our Relationship Management team for more information.

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