Staying Disciplined Amid Euphoria – Mid-Year 2025 Update
Client Market Update – Mid-Year 2025 | White Rock Capital Management Market Update – Staying Disciplined Amid Euphoria Mid-Year 2025 By: David Yelle, CIO & Portfolio Manager As we move into the second half of 2025, we want to update you on our positioning and share key reasons why we’ve maintained a reduced equity exposure […]
Why Tactical Risk Management is Essential for Long-Term Portfolio Growth
Why Tactical Risk Management is Essential | White Rock Capital Management Why Tactical Risk Management is Essential for Long-Term Portfolio Growth In the realm of investment strategy, portfolio growth isn’t solely about selecting the right assets—it’s about managing risk dynamically to sustain long-term performance. Tactical risk management is the cornerstone of this approach, allowing investors […]
Portfolio Management Mechanics
Adaptive Allocation | White Rock Capital Management Adaptive Allocation: Institutional-Grade Portfolio Optimization In today’s volatile financial markets, institutional investors need sophisticated portfolio construction tools that maximize return potential while ensuring risk is strategically managed. Our Adaptive Allocation strategy delivers a dynamic, data-driven approach by integrating total return stock selection, volatility parity allocation, beta management, and monthly rebalancing. This methodology ensures intelligent risk distribution, […]
Volatility ≠ Instability: Why Market Swings Don’t Have to Shake Your Portfolio
Volatility ≠ Instability | White Rock Capital Management Volatility ≠ Instability Why Market Swings Don’t Have to Shake Your Portfolio By: David Yelle, CIO & Portfolio Manager Market volatility is a fact of life—but portfolio instability doesn’t have to be. With the right strategy, investors can navigate turbulent markets without derailing their long-term goals. What […]
The Tactical Advantage: Understanding Rules-Based Investment
The Tactical Advantage | Understanding Rules-Based Investment The Tactical Advantage: Understanding Rules-Based Investment How Systematic Processes Mitigate Market Risk in Uncertain Times In volatile markets, emotions can derail even the most experienced investors. At White Rock Capital Management, we’ve seen firsthand how the ups and downs of sentiment—from euphoric highs to panic-driven sell-offs—can distort rational […]
Why Reducing Drawdowns Is Just as Important as Chasing Returns
Why Reducing Drawdowns Is Just as Important as Chasing Returns Why Reducing Drawdowns Is Just as Important as Chasing Returns In the world of investing, it’s easy to get caught up in the pursuit of high returns. Headlines celebrate record-breaking rallies, and clients naturally want to see their portfolios grow. But as any seasoned advisor […]
Institutional Investment Risk Tutorial: Using Tactical Asset Allocation Strategies to Achieve Long-Term Growth
Institutional Investment Risk Tutorial | Tactical Asset Allocation Institutional Investment Risk Tutorial: Using Tactical Asset Allocation Strategies to Achieve Long-Term Growth Introduction Institutional investment involves managing large sums of money, typically for organizations such as pension funds, insurance companies, and endowments. The primary goal is to achieve long-term growth while managing risk. This guide focuses […]
Enhancing Portfolio Stability Through Adaptive Allocation & Beta Risk Management
Enhancing Portfolio Stability | Adaptive Allocation & Beta Risk Management Enhancing Portfolio Stability Through Adaptive Allocation & Beta Risk Management Managing portfolio stability in unpredictable markets requires a proactive approach that balances growth potential with risk mitigation. At [Your Firm’s Name], we employ adaptive allocation and beta risk management to optimize investment outcomes while ensuring […]
Markets Cheer Tariff Relief, But Miss the Bigger Threat
Weekly Market Commentary | May 30, 2025 Markets Cheer Tariff Relief, But Miss the Bigger Threat Weekly Market Commentary: May 30, 2025 As we close out the month, markets are poised to end on a stronger note. Investor anxiety over a renewed tariff war has eased, following a U.S. Trade Court ruling that seeks to […]
Weekly Market Update – May 23, 2025
Weekly Market Update | May 23, 2025 Weekly Market Update Week Ending May 23, 2025 Markets concluded a volatile week with U.S. equities down approximately 2%, as investors digested a mix of macroeconomic developments, policy shifts, and corporate earnings. Amid this turbulence, our portfolio model has remained strategically on the sidelines, avoiding the recent downside […]
