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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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 ➝
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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 ➝
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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 ➝