An interview with The Wall Street Transcript: Choosing Quality Small- and Mid-Caps for a Smoother Ride, Better Performance

JEFF KAUTZ is Co-Founder, Chief Executive Officer and Portfolio Manager of Ballast Equity Management LLC. Prior to founding Ballast, he was with Perkins Investment Management from 1997 to 2015, where he held roles including CEO, Chief Investment Officer and Portfolio Manager. Mr. Kautz also served as co-manager of the Janus Henderson Mid Cap Value Fund  Read more ➝

Ballast Equity Management, LLC Q1 2021 Commentary

Ballast Equity Management, LLC Q1 2021 Commentary   More information including since-inception performance for each of the strategies may be found at Vaccines and stimulus provided a double-barreled boost to equity markets in the quarter, with particularly sharp gains in lower quality, more economically sensitive stocks. These sharp gains produced significant headwinds for the quality-biased  Read more ➝