Ballast Equity Management Awarded Top Guns Designation by Informa Financial Intelligence
Oakbrook, IL – November 22, 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 6 Star, 5 Star, 4 Star, 3 Star and 1 Star Top Gun ratings for its Quality Value Read more ➝
TOP GUNS PSN MID CAP VALUE UNIVERSE PERIODS ENDING JUNE 30, 2021
Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. PSN Top Guns investment managers must claim that they are GIPS compliant. Products must have an r-squared of 0.80 or Read more ➝
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 ➝
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 ➝
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 Offers Resource to Advisors: Back to Business – Q4 2020 RIA M&A Outlook
Back to Business – Q4 2020 RIA M&A Outlook 2020 has been a challenging environment for even the most resilient Advisors and their Clients. Many business plans focusing on growth this year were thrown out of the window in March when the global pandemic effectively shut down the economy. As we begin to resume normal Read more ➝
August 25, 2020 Oakbrook Terrace, IL – PSN Top Guns Press Release
Oakbrook Terrace, IL – August 25, 2020 – 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 Bull and Bear Master recognition for its Quality Value Midcap strategy as well as 2-star and Read more ➝
Ballast Quality Value Midcap honored with Bull & Bear Master Recognition.
TOP GUNS PSN MID CAP VALUE UNIVERSE PERIOD ENDING JUNE 30, 2020 Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. PSN Top Guns investment managers must claim that Read more ➝
June 15, 2020 Oakbrook Terrace, IL – Ballast Equity Management Hires Operations and Compliance Leader
Industry veteran to reunite with small and mid-cap specialists Oakbrook Terrace, Illinois – June 15, 2020: Ballast Equity Management is pleased to announce that Josh Freedman has joined the firm as Partner and Chief Operating Officer. Freedman will also assume the role of Chief Compliance Officer for Ballast. Josh has more than 25 years of Read more ➝
December 9, 2019, Oakbrook Terrace, IL – Ballast Equity Management Adds Strategies to Schwab Managed Account Marketplace®
Former Perkins Investment Leaders Deliver Small and Mid-Cap Investment Solutions to Advisors Oakbrook Terrace, Illinois – December 9, 2019: Ballast Equity Management is pleased to announce that its three U.S. equity strategies are now available on the Schwab Managed Account Marketplace®. Managed Account Marketplace® allows advisors to negotiate directly with their preferred money managers while Read more ➝