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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Oct 7 2020
Ballast Equity Management, LLC Q3 2020 Commentary Additional information and since-inception performance for each of the Ballast strategies may be found at www.ballastequity.com. Ballast Strategy Performance Market participants experienced two sharply different environments during the quarter with U.S. equities marching higher propelled by stimulus fuel in July and August while renewed investor concerns, market volatility, Read more ➝
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Sep 28 2020
Back to Business – Q4 2020 RIA M&A Outlook 2020 has been a challenging environment for even the most resilient Advisors and their Clients. Many business plans focusing on growth this year were thrown out of the window in March when the global pandemic effectively shut down the economy. As we begin to resume normal Read more ➝
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Sep 14 2020
Investors’ Choice: Crowded House or Prudent Distancing? September 2020 Despite the recent volatility in large cap U.S. stocks, performance leadership has been driven by the top ten contributors in the S&P 500 more greatly than any other period in the past ten years. Shares of large technology companies continued to march higher in August, causing Read more ➝