Before the deck, a moment.

A short, guided introduction to who we are and how we think. It plays on its own — you stay in control.

Confidential — not for distribution. This material is furnished by Westrock Asset Management, LLC on a confidential basis to certain Qualified Eligible Persons for informational purposes only. It is not an offer, solicitation, or recommendation to buy or sell any security or investment product, and interests may be purchased only pursuant to the applicable fund's confidential offering documents, which supersede this material in all respects. Certain performance shown is hypothetical or extracted and prepared with the benefit of hindsight; it has inherent limitations and is not indicative of future results. Past performance is not a reliable indicator of future performance. Commodity interest trading involves substantial risk of loss.
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A Guided Introduction

It plays on its own — you're in control.

Let it carry you through, or pause and explore anything that catches your interest.

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The founding family
Three Generations

We are operators first.

For the better part of a century, our family built and ran real businesses — across telecom, technology, and banking. We learned to build things that last, and to run them efficiently.

A Defining Moment

Then everything changed.

A company three generations in the making changed hands — and with it came a new question:

"How would we invest it ourselves?"

The Answer We Built

So we built the answer.

A proprietary, systematic platform to run the family's own capital — patient, engineered, unsentimental. We ran it with our own money for years before opening it to anyone else.

Four Ways

Four ways to invest alongside the family.

Flagship
Systematic Funds
Public Markets

Co-invest directly in the quantitative strategies the family built to run its own liquid capital — 60+ alpha signals, one optimization engine, four differentiated funds.

Explored next ↓
Structured Products
Issued with Goldman Sachs

Custom-engineered notes issued with Goldman Sachs — pairing downside capital protection with enhanced upside tied to the platform.

Custom Solutions
Bespoke Mandates

Ground-up portfolio construction and hedging for families and institutions seeking specific, targeted exposures.

Private & Venture
Opportunistic

Private equity and venture vehicles we raise selectively, sharing the family's direct opportunities with our network as they arise.

Each is a different door into the same thing — investing beside the Ford family. Start with the flagship ↓

The Flagship · 60+ signals · one engine

Many strands, woven into returns.

Dozens of uncorrelated strategies converge through one optimization engine — producing distinct funds, each with its own risk-return profile. The funds follow ↓

Avenue Two · Structured Products

The same engine, with principal protection.

A Principal Protected Note pairs guaranteed return of capital with amplified, multiplied exposure to the platform's returns.

Principal Protected

A portion of capital is allocated to investment-grade bonds that mature at par — your principal is returned at maturity.

Amplified Upside

The remainder funds a participation rate — a fixed multiplier on Westrock's net returns, locked in at inception.

Goldman Credit

Issued and guaranteed by Goldman Sachs — institutional-grade credit backing the note.

A2
Moody's
BBB+
S&P
A
Fitch
17.5%
Illustrative IRR
3.1×
MOIC
7-year note, paid at maturity, on the platform's 8.3% net annualized performance. Illustrative — participation rates fixed at issuance.

Custom solutions & private vehicles follow ↓

The Operator's Difference

It shows up in the terms.

Your capital stays liquid. Monthly liquidity, no lock-ups, no redemption gates — because we trust what we built.

Your costs stay low. Peers pass through 5–8% a year before performance fees. Our operator's lean structure keeps them significantly lower.

Aligned by Design

When you invest with us, you invest beside us.

The family is the largest investor in its own strategies. We don't earn unless we all do — alignment isn't a policy here, it's the whole reason the firm exists.

An Invitation

There's far more than a screen can hold.

If any of this resonates, we'd welcome the conversation — and we'll bring the detail.

Phillip Pascoe
Client Services
phillip.pascoe@westrockam.com +1 (501) 320-4867
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The Combination · Risk–Return

Differentiated funds, one engine.

Each fund is a different expression of the same systematic platform. Tap a fund to see how it sits on the risk-return map and how it has performed.

Annualized volatility (horizontal) × annualized return (vertical)
Prototype