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

  • Apr 6 2020

      Ballast Strategy Performance After a positive start in 2020, markets experienced a long-awaited correction during March. Each correction in history is different, but this time is quite unlike the last, the financial crisis of 2008, due to its combination of the COVID-19 pandemic, Saudi/Russia oil trade wars, supply and demand shocks and the swift  Read more ➝

  • Mar 2 2020

      The long running bull market was punctuated by a sharp correction in major U.S. markets last week, with uncertainty caused by the increasing spread of the COVID-19 outbreak. As often happens in such corrections, investors appeared to broadly sell risk assets in the early days followed by a more discriminate selling that hit stocks  Read more ➝

  • Jan 13 2020

    Stocks and other risk assets rallied into the year-end, aided by the Federal Reserve’s third cut in interest rates, diminished trade war fears, strong labor markets and resilient consumers. The rally lifted stocks broadly, and particularly lifted those of lower-quality, less profitable and more leveraged businesses, producing headwinds for the quality-biased Ballast strategies. 2019 began  Read more ➝