The Long Strange Trip of 2020, December 15, 2020

To borrow heavily from Jerry Garcia and Bob Weir of the Grateful Dead, what a long, strange trip 2020 has been. After beginning the year with great expectations (remember images like the one below?) and with the strong market returns of 2019 vivid in the minds of investors, the world faced the reality of a  Read more ➝

Ballast Equity Management, LLC Q3 2020 Commentary

Ballast Equity Management, LLC Q3 2020 Commentary Additional information and since-inception performance for each of the Ballast strategies may be found at 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 ➝

The Crowded House of Investing, September 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 ➝

August 25, 2020 Oakbrook Terrace, IL – PSN Top Guns Press Release

Oakbrook Terrace, IL – August 25, 2020 – 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 Bull and Bear Master recognition for its Quality Value Midcap strategy as well as 2-star and  Read more ➝

June 15, 2020 Oakbrook Terrace, IL – Ballast Equity Management Hires Operations and Compliance Leader

Industry veteran to reunite with small and mid-cap specialists Oakbrook Terrace, Illinois – June 15, 2020: Ballast Equity Management is pleased to announce that Josh Freedman has joined the firm as Partner and Chief Operating Officer. Freedman will also assume the role of Chief Compliance Officer for Ballast. Josh has more than 25 years of  Read more ➝

December 9, 2019, Oakbrook Terrace, IL – Ballast Equity Management Adds Strategies to Schwab Managed Account Marketplace®

Former Perkins Investment Leaders Deliver Small and Mid-Cap Investment Solutions to Advisors Oakbrook Terrace, Illinois – December 9, 2019:  Ballast Equity Management is pleased to announce that its three U.S. equity strategies are now available on the Schwab Managed Account Marketplace®.  Managed Account Marketplace® allows advisors to negotiate directly with their preferred money managers while  Read more ➝

July 17, 2019, Oakbrook Terrace, IL – Ballast Equity Management Celebrates 3rd Anniversary of Quality Value Midcap Strategy

Former Perkins Investment Leaders Reach Important Milestone in Serving Clients Oakbrook Terrace, Illinois – July 17, 2019: Ballast Equity Management is pleased to announce the third anniversary of its Quality Value Midcap Strategy on June 30, 2019. Passing the three-year anniversary provides a proof statement for prospective investors as they gauge the effectiveness of the  Read more ➝

March 25, 2019 Oakbrook Terrace, IL -Ballast Equity Management Appoints Business Development Professional

Former Perkins Investment Leaders Aim to Grow Firm’s Assets Under Management Oakbrook Terrace, Illinois – March 25, 2019: Ballast Equity Management announced today the hiring of David Mertens as Partner and Head of Business Development. Mertens joins the firm with over 35 years of investment industry experience. From 2002-2017, Mertens was Managing Director of Jensen  Read more ➝