The Waycross Long/Short Equity Fund (WAYEX)
PRESS RELEASE (November 18, 2020): Waycross Partners Announces Stand-Alone Waycross Independent Trust
Waycross Partners announced that its mutual fund offering has moved from the Ultimus Managers’ Series Trust into
its own stand-alone trust, the Waycross Independent Trust. Read More
ALTERNATIVES WATCH (May 20, 2020): Long/Short Equity Specialist Waycross Actively Hedges Amid Historic Volatility Swings
WAYEX Portfolio Manager Ben Thomas recently spoke with Susan Barreto of Alternatives Watch about how the Fund met its objective during the equity market decline. Read More.
PRESS RELEASE (May 7, 2020): Waycross Long/Short Equity Fund (WAYEX) Reaches Five-Year Milestone
Actively Managed Longs & Shorts
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.
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.
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.
Many Long/Short equity mutual funds were created as an afterthought by traditional long-only mutual fund managers in an attempt to gather assets by simply extending their product offering to include a strategy that just “adds on” shorting.
The Waycross Long/Short Equity Fund (WAYEX) was created differently. The Fund 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.
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Prospective investors must first read through the Prospectus, which can be downloaded using the link to the right.
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 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 Long/Short Equity Fund is distributed by Ultimus Fund Distributors, LLC.
Mutual fund investing involves risk. Principal loss is possible.