A carefully-designed culture promotes Ballast’s defined investment process. We believe team chemistry, varied perspectives, and original thought combine to improve our investment decisions.

Ragen Stienke, CFA, Portfolio Manager

Ragen Stienke’s investment career spans from early stage investing in start-ups to public equities. Before starting Ballast Asset Management, Mr. Stienke was the Senior Portfolio Manager of the SMid and SMid Plus products at Westwood Management, an investment firm with over $20bn in assets under management. Mr. Stienke joined Westwood in 2004, and was responsible for managing and growing the SMid product from its infancy to over $3bn. Upon closing the SMid product, Mr. Stienke launched a sister portfolio in SMid Plus where he raised nearly $1bn in assets. During his management of SMid, the portfolio ranked in the top 5% against its respective peer group. Mr. Stienke was also a member of the Portfolio Risk Committee and the Business Management Committee at Westwood.

Mr. Stienke graduated from the University of Texas at Austin with a B.A. in Economics. While pursuing his undergraduate degree, Mr. Stienke worked at the IC2 Institute, a research unit of the University of Texas focused on fostering constructive forms of capitalism that accelerate economic development. Upon graduation, Mr. Stienke joined Arthur Andersen in the Business Valuation Group. In 2000, he accepted a position with UBS Investment Bank’s research group in New York. While at UBS, Mr. Stienke spent three years as a research analyst focused on the software industry. In 2003 Mr. Stienke was promoted to Associate Director, where he served on the U.S. Equity Strategy team.

Mr. Stienke received his CFA charter in 2003 and is a member of the CFA Institute and the Dallas Society of Financial Analysts.