Equity
- 180° Capital Corp
- Astor Investment Management
- Ballast Equity Management
- Berkshire Asset Management
- Blue Square Asset Management
- CRM Funds
- Cushing Asset Management
- Destra
- Eagle Global Advisors
- Empirical Asset Management
- Fuller & Thaler Asset Management
- Global Beta Advisors
- Goodhaven
- Grinnell Capital
- Hillman Capital Management
- Inherent Wealth Fund
- Invesco
- Leuthold Group
- Lyrical Asset Management
- Matrix Asset Advisors
- Mesirow
- Palisade Capital Management
- PrinCap
- Qraft
- SS&C ALPS Advisors
- Subversive Capital
- Tactical Fund Advisors
- Third Avenue Management
- Trueshares
- Vident
- V-Square
- Wakefield Asset Management
LinkedinBio
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.