Welcome to the Waycross Family of Funds
We believe that successful investing is a balance between conviction and discipline:
- Conviction is achieved through our Key Factor Approach to fundamental analysis, which keeps us focused on only the most critical drivers to a company’s earnings.
- A disciplined approach to risk management is embedded within our investment process as we seek to understand, monitor, and limit downside protection.
This investment philosophy represents the guiding principles that shape our investment decision-making process.
NEW FUND LAUNCH (December 15, 2020): Waycross Focused Equity Fund (WAYFX) Now Available for Investment
The Waycross Focused Equity Fund (WAYFX), a concentrated, high-conviction long-only equity portfolio, is now open to investors. Learn more about WAYFX.
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
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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 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 Long/Short 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 Focused 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.