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 ➝

Download PDF Ballast is pleased to celebrate another significant milestone, the fifth anniversary of the firm’s Quality Value Midcap strategy. Ballast’s founders, Randy Hughes and Jeff Kautz, have managed U.S. mid cap equity portfolios as a team for more than twenty years and believe this asset class to be the “sweet spot” for investors, one  Read more ➝

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 ➝

Ballast Equity Management, LLC Q2 2021 Commentary More information including a since-inception performance for each of the strategies may be found at 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 ➝

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 Equity Management, LLC Q1 2021 Commentary   More information including since-inception performance for each of the strategies may be found at 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 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 More information including since-inception performance for each of the strategies may be found at 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 ➝