Ballast Equity Management, LLC Q3 2020 Commentary Additional information and since-inception performance for each of the Ballast strategies may be found at Ballast Strategy Performance Market participants experienced two sharply different environments during the quarter with U.S. equities marching higher propelled by stimulus fuel in July and August while renewed investor concerns, market volatility,  Read more ➝

Investors’ Choice: Crowded House or Prudent Distancing? September 2020 Despite the recent volatility in large cap U.S. stocks, performance leadership has been driven by the top ten contributors in the S&P 500 more greatly than any other period in the past ten years. Shares of large technology companies continued to march higher in August, causing  Read more ➝

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 ➝

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 ➝

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 ➝

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 ➝