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 ➝

  Ballast Strategy Performance After a positive start in 2020, markets experienced a long-awaited correction during March. Each correction in history is different, but this time is quite unlike the last, the financial crisis of 2008, due to its combination of the COVID-19 pandemic, Saudi/Russia oil trade wars, supply and demand shocks and the swift  Read more ➝