At Ballast we strive to deliver a smoother ride in good markets and bad, seeking to help our clients reach their long-term financial goals by setting clear expectations and through investment in high-quality small- and mid-cap value stocks
Experience and Results
With over 20 years of investment experience, we have helped our clients navigate a wide variety of market environments. During that time, we have come to believe that anomalies exist in the markets for small- and mid-cap value equities, which may allow patient investors to experience risk-adjusted returns that outperform the market over a full market cycle. We attempt to capitalize on these anomalies by building a portfolio of high-quality companies which deliver high returns on invested capital sustained through strong, durable competitive advantages.