Ballast Equity Management, LLC Q3 2020 Commentary Additional information and since-inception performance for each of the Ballast strategies may be found at www.ballastequity.com. 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 ➝
Back to Business – Q4 2020 RIA M&A Outlook 2020 has been a challenging environment for even the most resilient Advisors and their Clients. Many business plans focusing on growth this year were thrown out of the window in March when the global pandemic effectively shut down the economy. As we begin to resume normal 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 ➝
TOP GUNS PSN MID CAP VALUE UNIVERSE PERIOD ENDING JUNE 30, 2020 Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. PSN Top Guns investment managers must claim that Read more ➝
June 15, 2020 Oakbrook Terrace, IL – Ballast Equity Management Hires Operations and Compliance Leader
By capitismediaIndustry veteran to reunite with small and mid-cap specialists Oakbrook Terrace, Illinois – June 15, 2020: Ballast Equity Management is pleased to announce that Josh Freedman has joined the firm as Partner and Chief Operating Officer. Freedman will also assume the role of Chief Compliance Officer for Ballast. Josh has more than 25 years of Read more ➝
December 9, 2019, Oakbrook Terrace, IL – Ballast Equity Management Adds Strategies to Schwab Managed Account Marketplace®
By capitismediaFormer 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 ➝
July 17, 2019, Oakbrook Terrace, IL – Ballast Equity Management Celebrates 3rd Anniversary of Quality Value Midcap Strategy
By capitismediaFormer 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
By capitismediaFormer 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
By capitismediaBallast 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 ➝