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.
Learn MoreInvest 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 moreInvest 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 moreInvestor Resources
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Apr 13 2022
Ballast Equity Management, LLC Q1 2022 Commentary More information including since-inception performance for each of the strategies may be found at www.ballastequity.com. Ballast concluded its commentary last quarter with a list of “known risks” that included a continuation of inflation, the Federal Reserve’s tightening cycle and trajectory, and the fact that attention paid by investors Read more ➝
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Feb 28 2022
Ballast Equity Management, LLC February 25, 2022 More information including since-inception performance for each Ballast strategy may be found at www.ballastequity.com. War Markets have been bracing for conflict between Russia and Ukraine for much of 2022 and, on Thursday, this conflict became a reality. President Vladimir Putin has stated that Ukraine “is an inalienable part Read more ➝
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Jan 11 2022
Ballast Equity Management, LLC Q4 2021 Commentary More information including a since-inception performance for each of the strategies may be found at www.ballastequity.com. Equity markets marched higher in the quarter, with returns in large capitalization indexes outpacing those of small cap indexes. Businesses and investors faced numerous challenges – research firm Sentieo cited “supply Read more ➝