Ballast Equity Management Awarded Top Guns Designation by Informa Financial Intelligence
Oakbrook, IL – August 24, 2021 – 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 both 5 Star and 6 Star Top Gun ratings for its Quality Value Midcap strategy in the Mid Value Universe. The Ballast Select Value strategy was also recognized with a 3 Star rating in the Small-Mid Value Universe.
“Ballast is pleased to have delivered long term results for our clients that have been recognized by Informa Financial Intelligence,” noted Ballast CEO Jeff Kautz. “We are particularly gratified that these Top Guns ratings reflect the smoother ride we seek to offer investors through volatile markets.”
Through a combination of Informa Financial Intelligence’s proprietary performance screens, *PSN Top Guns (*free registration to view Top Guns) ranks products in six proprietary categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. Informa Financial Intelligence is part of Informa plc, a leading provider of critical decision-making solutions and custom services to financial institutions.
Top Gun firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time. Attaining a 5 Star rating indicates that the Ballast Quality Value Midcap strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the 5 Star Top Guns.
The 6-Star rating indicates that the Ballast Quality Value Midcap strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. Products with the top ten information ratios for the latest five-year period then become the 6 Star Top Guns.
Recognition of the Ballast Select Value strategy with a 3 Star rating signifies that it had one of the top ten returns for the three-year period in the Small-Mid Value universes.
The Ballast Quality Value Midcap, Select Value, and Quality Value Smallcap strategies all seek to reward clients with performance that is above their benchmarks and peers over a full market cycle, with less volatility. Ballast’s investment team is focused on investing alongside clients in small and mid-cap businesses they believe can sustain high returns on invested capital through durable competitive advantages. Markets currently present investors with high levels of uncertainty and Ballast believes that selectively owning durable businesses purchased at reasonable valuations will be key to preserving and growing wealth.
“Congratulations to Ballast Equity Management for being recognized as a PSN Top Gun,” said Ryan Nauman, Market Strategist at Informa Financial Intelligence’s Zephyr. “This highly esteemed designation allows us to recognize success, excellence and performance of leading investment managers each quarter.”
The complete list of PSN Top Guns and an overview of the methodology can be located on https://psn.fi.informais.com/
For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at Margaret.firstname.lastname@example.org.
For more details on the specific performance and characteristics of Ballast’s strategies, including a fully GIPS compliant presentation, please visit www.ballastequity.com.
About Ballast Equity Management, LLC
Ballast Equity Management is an employee-owned asset management firm that invests alongside its clients in high conviction portfolios of quality small and mid-capitalization businesses. Ballast manages these portfolios of publicly traded companies for individuals, family offices and institutions. Based in Oakbrook Terrace, Illinois, Ballast was founded in 2016 by Jeff Kautz and Randy Hughes, investment professionals who previously held senior roles at Perkins Investment Management and have invested together for over 20 years.
About Informa Financial Intelligence’s Zephyr
Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence’s solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.