Ballast Equity Management Awarded Top Guns Designation by Informa Financial Intelligence
Oakbrook, IL – November 22, 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 6 Star, 5 Star, 4 Star, 3 Star and 1 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 1 Star rating in the Mid Value Universe.
“Recognition by Informa Financial Intelligence for multiple time periods and metrics is gratifying, as it underscores the consistency with which Ballast seeks to deliver results for its clients,” noted Ballast co-founder and Chief Investment Officer Randy Hughes. “We are pleased 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.
Ballast’s Quality Value Midcap and Select Value strategies each received the Top Gun 1 Star rating, with each ranking in the top ten returns in its universe for the trailing quarter. Ballast Quality Value Midcap also received the 3 Star rating, noting the strategy’s standing as one of the top ten returns for the three-year period in its respective universe, and the 4 Star rating. The 4 Star rating is awarded to strategies with an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns must exceed the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the 4 Star Top Guns.
The Quality Value Midcap strategy also received 5 Star recognition, awarded to those strategies that had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Additionally, the strategy’s returns must have 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. Finally, the Ballast Quality Value Midcap strategy attained the 6 Star rating, recognizing those products that 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 must have 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 information ratios for the latest five-year period then become the 6 Star Top Guns.
Ballast manages three fundamental strategies, the Quality Value Midcap, Select Value, and Quality Value Smallcap, all of which 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 elevated 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 found 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.