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 ➝
BALLAST EQUITY MANAGEMENT, LLC Q2 2021 COMMENTARY
Ballast Equity Management, LLC Q2 2021 Commentary More information including a since-inception performance for each of the strategies may be found at www.ballastequity.com. Further reopening of the U.S. economy fueled robust economic growth and rising markets during the quarter. In just five memorable quarters, we have gone from a severe economic contraction and uncertainty to Read more ➝
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 www.ballastequity.com. 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 ➝
Stonks, Stocks, Traders and Owners
Stonks, Stocks, Traders and Owners February 2021 If you owned two businesses, one profitable and growing and the other chronically losing money and languishing, to which would you allocate additional resources? Business owners are tasked with making successful capital allocation decisions that will propel their companies forward for the long-term benefit of their shareholders, their Read more ➝
Ballast Equity Management, LLC Q4 2020 Commentary
Ballast Equity Management, LLC Q4 2020 Commentary More information including since-inception performance for each of the strategies may be found at www.ballastequity.com. 2020: A Long Strange Trip Investors who decided to ignore the news, leave their brokerage statements unopened and simply view the results of the full twelve months of 2020 would be both pleased Read more ➝
The Long Strange Trip of 2020, December 15, 2020
To borrow heavily from Jerry Garcia and Bob Weir of the Grateful Dead, what a long, strange trip 2020 has been. After beginning the year with great expectations (remember images like the one below?) and with the strong market returns of 2019 vivid in the minds of investors, the world faced the reality of a Read more ➝
Ballast Equity Management, LLC Q3 2020 Commentary
Ballast Equity Management, LLC Q3 2020 Commentary Additional information and since-inception performance for each of the Ballast strategies may be found at www.ballastequity.com. Ballast Strategy Performance Market participants experienced two sharply different environments during the quarter with U.S. equities marching higher propelled by stimulus fuel in July and August while renewed investor concerns, market volatility, Read more ➝