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 ➝

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 ➝

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 ➝

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 ➝