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 ➝

The Crowded House of Investing, September 2020

Investors’ Choice: Crowded House or Prudent Distancing? September 2020 Despite the recent volatility in large cap U.S. stocks, performance leadership has been driven by the top ten contributors in the S&P 500 more greatly than any other period in the past ten years. Shares of large technology companies continued to march higher in August, causing  Read more ➝

Ballast Equity Management, LLC Q2 2020 Commentary

Ballast is proud to note that its Quality Value Smallcap Strategy has attained a three-year track record as of June 30, 2020 with performance that outpaced both relevant indexes. Additional information and since-inception performance for each of the strategies may be found at www.ballastequity.com. Ballast Strategy Performance Investors apparently listened when, in late March, Federal  Read more ➝

Ballast Equity Management, LLC Q1 2020 Commentary

  Ballast Strategy Performance After a positive start in 2020, markets experienced a long-awaited correction during March. Each correction in history is different, but this time is quite unlike the last, the financial crisis of 2008, due to its combination of the COVID-19 pandemic, Saudi/Russia oil trade wars, supply and demand shocks and the swift  Read more ➝