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.
Build a portfolio of high quality small- and mid-cap value companies that deliver high returns on invested capital sustained through durable competitive advantages.
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.
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.Learn More
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.Learn more
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
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 ➝
Apr 30 2019
Market Overview U.S. equity returns rebounded sharply in the first quarter of 2019. Growth stocks outperformed value stocks and smaller companies generally outperformed the stocks of large-cap companies. Within every equity style and size, low-quality stocks, as ranked by Standard & Poor’s Quality Rankings, sharply outperformed high-quality stocks. An important step in the Ballast Equity Read more ➝
Oct 31 2017
October 19, 2017 Oakbrook Terrace, IL – Ballast Equity announced today that Bill Driscoll has joined the firm as an Investment Advisor and Portfolio Manager. In this role, he will launch and manage the Ballast Unconstrained Value strategy and will assist clients with their asset allocation decisions across investment classes. Mr. Driscoll has 19 years Read more ➝