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

  • Aug 26 2021

    Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. PSN Top Guns investment managers must claim that they are GIPS compliant. Products must have an r-squared of 0.80 or  Read more ➝

  • Aug 26 2021

    Oakbrook, IL – August 24, 2021 – Ballast Equity Management has been awarded multiple PSN Top Guns distinctions by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers. Ballast was honored with both 5 Star and 6 Star Top Gun ratings for its Quality Value Midcap strategy in the Mid  Read more ➝

  • Aug 18 2021

    Download PDF Ballast is pleased to celebrate another significant milestone, the fifth anniversary of the firm’s Quality Value Midcap strategy. Ballast’s founders, Randy Hughes and Jeff Kautz, have managed U.S. mid cap equity portfolios as a team for more than twenty years and believe this asset class to be the “sweet spot” for investors, one  Read more ➝