Bio

Experience and Results
With over 20 years of investment experience, we have helped our clients navigate a wide variety of market environments. During that time, we have come to believe that anomalies exist in the markets for small- and mid-cap value equities, which may allow patient investors to experience risk-adjusted returns that outperform the market over a full market cycle. We attempt to capitalize on these anomalies by building a portfolio of high-quality companies which deliver high returns on invested capital sustained through strong, durable competitive advantages.

What is the meaning/origin of the firm name?
The objective of Ballast Equity Management is to reward clients with performance that is above our benchmarks and peers over a full market cycle with less volatility, thereby offering a smoother ride toward achieving each client’s long-term investment goals. We believe allocations to our equity strategies serve as the ballast in our clients’ portfolios.