“We’re long-term aligned with our clients—our own capital is in the strategy, and we invest the way we’d want others investing for us.”

Ballast’s Core Values

• Downside-first always, never style drift
• Intellectual honesty beats consensus
• Clients come first—philosophically and financially

Built on Alignment, Driven by Discipline

“We’re long-term aligned with our clients–our own capital is in the strategy, and we invest the way we’d want others investing for us. There are no black boxes, no style-drift, and no shortcuts. Our principles don’t change when the market does.