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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Mar 10 2023
Ballast Equity Management, LLC Q3 2022 Commentary More information including since-inception performance for each of the strategies may be found at www.ballastequity.com. Stocks began the quarter during a mid-summer rally, but ended September in bear market territory, as fears of sticky inflation, potential policy errors by global central banks and the possibility of a recession Read more ➝
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Jan 6 2023
Ballast Equity Management, LLC Q4 2022 Commentary Q4 2022 began with a bear market rally that continued into November but waned in December. Rate hikes by the Federal Reserve and Chairman Powell’s comments that it was too soon to consider a pause tested investors’ resolve. November’s mid-term election delivered the ingredients for gridlock in Read more ➝
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Jul 8 2022
Ballast Equity Management, LLC Q2 2022 Commentary More information including since-inception performance for each of the strategies may be found at www.ballastequity.com. Stocks were sharply lower during the second quarter of 2022, as persistently high inflation and the response from the Federal Reserve sparked worries over the severity of a resulting economic slowdown and Read more ➝