After 20 years of successful investing, we founded Ballast Equity on the belief that two factors consistently allow investors to outperform the market with less volatility:

    • Small and midcap value
    • High quality
  • The first one is fairly straightforward – see the chart on how much small and mid value have outperformed over the long haul
  • The second one is a little trickier because nobody says they buy low quality – so how do we identify quality?
    • Companies with a durable competitive advantage that facilitate
      • Strong and growing cash flows
      • Strong balance sheets
      • Stable and increasing ROIC’s

By building a portfolio of high quality, small and mid cap value companies, we believe that we can deliver superior long term results over a full market cycle with less volatility, thereby offering our clients a smoother ride to achieving their long term financial goals