Capital Appreciation Strategies – White Rock Capital Management

Capital Appreciation Strategies

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Portfolio Overview —
Balanced Growth with Structured Risk Control

The portfolio is a balanced growth mandate with a built-in risk defenses, designed to deliver competitive equity return potential while managing downside exposure.
We use a proprietary risk parity framework, aligning allocations with volatility profiles across assets to avoid concentrated risk exposure.
This diversified strategy spans U.S. equities across all market caps, growth and value styles, global markets, and factor-based ETFs.
By using our proprietary technical trigger design, we’re able to adjust our exposure to risk as market conditions change in times of heightened volatility.

Our process is built around
two core principles:

Full Diversified Market Participation in Favorable Conditions

When market conditions are healthy, as signaled by our proprietary technical trigger design, we remain fully invested in a diversified portfolio.
This allows us to capture the broad market return potential from multiple asset classes, sectors, and regions.

Reduced Market Exposure in Stressed Conditions

When our technical trigger identifies elevated risk – based on measurable market trends, momentum shifts, and volatility patterns – we tactically reduce equity exposure and utilize a volatility hedge that we scale in as the markets continue to declinewith the goal of minimizing drawdowns during periods of market stress.

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White Rock Capital Management provides asset management and sub-advisory services through Hansen & Associates Financial Group, Inc., an SEC registered investment advisory firm. Asset management and sub-advisory consulting services are offered through White Rock Capital Management LLC. Past performance is not indicative of future results. No investment is risk-free. Therefore, different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by White Rock Capital Management), or any non-investment related content, made reference to directly or indirectly will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.