The Ballast Impact

Investing Challenges

Investors can face many challenges on the road to building long-term wealth.
  • Volatility drag
  • The myth of high beta
  • The low beta anomaly
  • Active management performance mistakes and hurdles
  • Behavioral and cognitive biases

Ballast Solutions

At Ballast, we place an intense focus on minimizing those obstacles
  • Accentuate high quality small-and-mid-cap value companies with durable competitive advantages
  • Recognize higher risk does not always equal higher returns
  • Emphasize risk-adjusted returns over a full market cycle
  • Remain fully invested at all times to participate in market upswings and offset quality bias
  • Strive to identify and avoid investor biases

Ballast Solutions

At Ballast, we place an intense focus on minimizing those obstacles
  • Emphasize high quality small- and mid-cap value companies with durable competitive advantages
  • Emphasize risk-adjusted returns over a full market cycle
  • Recognize that higher risk does not always equal higher returns
  • Reduce portfolio turnover, trading costs and capital gains taxes
  • Remain fully invested to offset quality bias and more fully participate in strong upward moves in the market
  • Strive to identify and avoid investor biases