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 ➝

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  Read more ➝

A Quality Upgrade for Mid Cap Investing

Download PDF Ballast is pleased to celebrate another significant milestone, the fifth anniversary of the firm’s Quality Value Midcap strategy. Ballast’s founders, Randy Hughes and Jeff Kautz, have managed U.S. mid cap equity portfolios as a team for more than twenty years and believe this asset class to be the “sweet spot” for investors, one  Read more ➝

BALLAST EQUITY MANAGEMENT, LLC INVESTMENT STRATEGIES OFFERED ON THE SMARTX PLATFORM

Oakbrook Terrace, IL – July 2021 – Ballast Equity Management, LLC, a registered investment advisor, today announced their investment strategies are now available on SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP). The relationship with SMArtX will enable Ballast’s Quality  Read more ➝