WestRock Asset Management

Westrock Asset Management, LLC, is a multi-strategy investment manager dedicated to providing consistently attractive, risk-adjusted returns for our partners through a systematic, quantitative investment approach. We aim to construct a diversified portfolio with low correlation to traditional asset classes.

Our approach at Westrock is centered on applying a 100% systematic method across investment strategies developed through mathematical and statistical methods. We focus on maintaining a near-zero beta to traditional markets, allowing us to traverse dynamic investment landscapes with certainty and provide extensive diversification for our partners.

Our team at Westrock is led by experienced professionals who have a deep understanding of the financial industry and investment management. Joe T. Ford, Co-Founder and Chairman, has an extensive background in telecommunications and government affairs, while Scott T. Ford, Co-Founder and Chairman, has a wealth of experience in leadership roles within the financial sector. Samuel T. Ford, Chief Executive Officer and Chief Investment Officer, guides the overall investment and risk allocation processes of the firm, leveraging his expertise in quantitative systems design and strategy development.

What We Do

We launched our first investment vehicle in June 2016 and have since built out and diversified this investment platform with our own capital. Over the next eight years, we sought to apply our investment approach to a broad array of asset classes and lowly correlated strategies. In the summer of 2022, we implemented our low-beta, multi-strategy approach, resulting in the attractive, highly liquid investment solution we manage today.

Approach

At Westrock, we pursue a near-zero beta to traditional markets. Our goal is to traverse dynamic investment landscapes with certainty, providing extensive diversification for our partners. We achieve this through a multi-strategy portfolio that applies a 100% systematic, quantitative investment approach utilizing three primary strategies: (1) Global Macro & Fixed Income, (2) Arbitrage & Equity-Related Strategies, and (3) Structure-Related Strategies.

Strategy

Our investment sub-strategies are evaluated and classified based on their intra-portfolio correlation and exposure diversification, using positive expectancy to execute portfolio-level statistical arbitrage. Information theory is at the heart of what we do, empowering us to quantify breadth and construct portfolios comprised of orthogonal signals.

Team

Our team at Westrock is dedicated to providing consistently attractive, risk-adjusted returns for our partners. We are led by experienced professionals who have a deep understanding of the financial industry and investment management. Together, we work to maintain a near-zero beta to traditional markets and provide extensive diversification for our partners.