Ballast Equity Management LLC Q4 2022 Commentary

Ballast Equity Management, LLC Q4 2022 Commentary   Q4 2022 began with a bear market rally that continued into November but waned in December. Rate hikes by the Federal Reserve and Chairman Powell’s comments that it was too soon to consider a pause tested investors’ resolve. November’s mid-term election delivered the ingredients for gridlock in  Read more ➝

Ballast Equity Management, LLC Q2 2022 Commentary

Ballast Equity Management, LLC Q2 2022 Commentary   More information including since-inception performance for each of the strategies may be found at www.ballastequity.com. Stocks were sharply lower during the second quarter of 2022, as persistently high inflation and the response from the Federal Reserve sparked worries over the severity of a resulting economic slowdown and  Read more ➝

Lessons Learned in 25 Years of Investing Together

Ballast Equity Management was founded in 2016 as an independent, employee-owned advisory firm by Jeff Kautz and Randy Hughes. Jeff and Randy began investing together twenty-five years ago at Perkins Investment Management, where their boss and mentor, Bob Perkins, first hired Randy in 1995 and then Jeff in 1997. The business and their careers grew.  Read more ➝

BALLAST EQUITY MANAGEMENT, LLC Q1 2022 COMMENTARY

Ballast Equity Management, LLC Q1 2022 Commentary More information including since-inception performance for each of the strategies may be found at www.ballastequity.com. Ballast concluded its commentary last quarter with a list of “known risks” that included a continuation of inflation, the Federal Reserve’s tightening cycle and trajectory, and the fact that attention paid by investors  Read more ➝

War, the Markets, and the Case for Quality February 25, 2022

Ballast Equity Management, LLC February 25, 2022 More information including since-inception performance for each Ballast strategy may be found at www.ballastequity.com. War Markets have been bracing for conflict between Russia and Ukraine for much of 2022 and, on Thursday, this conflict became a reality. President Vladimir Putin has stated that Ukraine “is an inalienable part  Read more ➝

Ballast Equity Management, LLC Q4 2021 Commentary

Ballast Equity Management, LLC Q4 2021 Commentary   More information including a since-inception performance for each of the strategies may be found at www.ballastequity.com. Equity markets marched higher in the quarter, with returns in large capitalization indexes outpacing those of small cap indexes. Businesses and investors faced numerous challenges – research firm Sentieo cited “supply  Read more ➝

Sustainability Inside

Sustainability Inside November 2021 Download PDF The “Intel Inside” advertising program that began in 1991 is thought to be the most powerful cooperative marketing program in history. Intel Corporation successfully aimed its advertising toward consumers, convincing them that Intel chips were the ingredient needed to have a positive personal computing experience. Today, ESG investing is  Read more ➝

Ballast Equity Management, LLC Q3 2021 Commentary

Ballast Equity Management, LLC Q3 2021 Commentary   More information including a since-inception performance for each of the strategies may be found at www.ballastequity.com. As we noted in our outlook last quarter, U.S. equity markets delivered between one and two years of expected returns in just the first six months of 2021. Equity markets pushed  Read more ➝

TOP GUNS PSN MID CAP VALUE UNIVERSE PERIODS ENDING JUNE 30, 2021

Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. PSN Top Guns investment managers must claim that they are GIPS compliant. Products must have an r-squared of 0.80 or  Read more ➝