July 17, 2019, Oakbrook Terrace, IL – Ballast Equity Management Celebrates 3rd Anniversary of Quality Value Midcap Strategy
Former Perkins Investment Leaders Reach Important Milestone in Serving Clients Oakbrook Terrace, Illinois – July 17, 2019: Ballast Equity Management is pleased to announce the third anniversary of its Quality Value Midcap Strategy on June 30, 2019. Passing the three-year anniversary provides a proof statement for prospective investors as they gauge the effectiveness of the Read more ➝
March 25, 2019 Oakbrook Terrace, IL -Ballast Equity Management Appoints Business Development Professional
Former Perkins Investment Leaders Aim to Grow Firm’s Assets Under Management Oakbrook Terrace, Illinois – March 25, 2019: Ballast Equity Management announced today the hiring of David Mertens as Partner and Head of Business Development. Mertens joins the firm with over 35 years of investment industry experience. From 2002-2017, Mertens was Managing Director of Jensen Read more ➝
April 3, 2017 Oakbrook Terrace, IL – Chris Leshock joins the firm as a Portfolio Manager
Ballast Equity announced today that Chris Leshock has joined the firm as a portfolio manager. In this role, he will launch the Focused Alpha strategy, a concentrated long-only strategy that tends to focus on the Industrials, Materials and Energy sectors, where Mr. Leshock has over 20 years of experience. Mr. Leshock has 18 years of Read more ➝