Bill Driscoll has joined the firm

October 19, 2017 Oakbrook Terrace, IL – Ballast Equity announced today that Bill Driscoll has joined the firm as an Investment Advisor and Portfolio Manager. In this role, he will launch and manage the Ballast Unconstrained Value strategy and will assist clients with their asset allocation decisions across investment classes. Mr. Driscoll has 19 years  Read more ➝

A Valuation Framework for Beating Inflation and Creating Long-Term Wealth

We often see individual investors get stuck thinking of stocks as short-term trading vehicles. In our opinion, investors who consider themselves owners of companies rather than owners of stocks are more likely to be successful in reaching their goals. As owners, investors should not accept a return on their investment that is less than the risk-free rate plus an equity risk premium. Too often, people invest with long shot hopes of achieving short-term jackpot type returns. They forget the long-term goals of investing – beat inflation and create wealth.

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Competitive Advantage Period Defending Your Castle

“Companies that generate returns on invested capital greater than its cost of capital are instrumental in achieving long-term wealth for investors. Unfortunately, companies that create wealth eventually attract competition from other companies, ultimately driving down product prices and profit margins.”

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