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.

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Investor Resources

  • 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 ➝

  • May 2 2017

    We often see individual investors get stuck thinking of stocks as short-term trading vehicles. In our opinion, investors who consider themselves owners of companies rather than owners of stocks are more likely to be successful in reaching their goals. As owners, investors should not accept a return on their investment that is less than the risk-free rate plus an equity risk premium. Too often, people invest with long shot hopes of achieving short-term jackpot type returns. They forget the long-term goals of investing – beat inflation and create wealth.

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