Many Long/Short equity mutual funds were created as an afterthought by traditional long-only mutual fund managers 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.
To learn more about WAYEX and Waycross Partners’ long/short investment capabilities, please contact us at (502) 410-1900, by email at firstname.lastname@example.org, or by completing the form below.
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.