20 years of successful investing

We believe a portfolio of high quality small- and mid-cap value stocks can deliver superior risk adjusted returns over a full market cycle

There are many obstacles that investors need to overcome

To achieve their long-term financial goals

Volatility weighs down returns

Investors emphasizing high quality small- and mid cap value companies can limit their portfolio’s volatility and help maximize the effects of compounding over a full market cycle

 

Leadership

There is no substitute for experience. Over the past 20 years we have helped our clients navigate a variety of market environments and build long-term wealth.

Investment Process

Build a portfolio of high quality small- and mid-cap value companies that deliver high returns on invested capital sustained through durable competitive advantages.

Stable Value Portfolio

Our goal is to outperform our benchmark and peers over a full market cycle with less volatility, thereby offering our clients a smoother ride toward achieving their long term financial goals.

Ballast Mission

At Ballast we strive to deliver a smoother ride in good markets and bad, seeking to help our clients reach their long-term financial goals by setting clear expectations and through investment in high-quality small- and mid-cap value stocks.

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Invest With Ballast

There are many challenges that investors struggle to overcome that can limit long-term success. Ballast Equity Management understands these challenges and has experience to help you reach your goals.

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Invest With Ballast

There are many challenges that investors struggle to overcome which can limit long-term success.  This is where Ballast Equity Management can help with proven performance and experience. Let us take you through our investment process.

Learn more

Investor Resources

  • Oct 7 2019

    The quarter ending September 30 saw modest returns in U.S. mid-cap stocks while returns of small cap indexes were slightly negative. The quarter included a brief, yet sharp, period in September where value stocks outperformed their growth counterparts, leading many to wonder whether the long-awaited leadership of value stocks might be at hand. We remain in  Read more ➝

  • Jul 17 2019

    Following the wild gyrations of the equity markets in late 2018 and first quarter of 2019, returns were more modest during the quarter ending June 30, 2019. Each of the Ballast Equity Management strategies exceeded its primary and secondary indexes during the quarter and we are pleased to note that the BEM Quality Value Midcap  Read more ➝

  • Jun 5 2019

    Jeff Kautz and Randy Hughes co-founded Ballast Equity Management in 2016. More important to their clients may be the fact that they have invested together for over twenty years. Previously, the two worked together at Perkins Investment Management, a subsidiary of Janus Henderson Group, where Jeff held roles including Portfolio Manager, CEO and Chief Investment  Read more ➝