DOWNLOAD PDF Ballast Equity Management, LLC Q4 2020 Commentary More information including since-inception performance for each of the strategies may be found at www.ballastequity.com. 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 Read more ➝
DOWNLOAD PDF To borrow heavily from Jerry Garcia and Bob Weir of the Grateful Dead, what a long, strange trip 2020 has been. After beginning the year with great expectations (remember images like the one below?) and with the strong market returns of 2019 vivid in the minds of investors, the world faced the reality Read more ➝
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 ➝
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 ➝
Ballast is proud to note that its Quality Value Smallcap Strategy has attained a three-year track record as of June 30, 2020 with performance that outpaced both relevant indexes. Additional information and since-inception performance for each of the strategies may be found at www.ballastequity.com. Ballast Strategy Performance Investors apparently listened when, in late March, Federal Read more ➝