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
- Companies with a durable competitive advantage that facilitate
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
test