Resources
Resources
Audio Files
Interested in Ballast’s outlook for the SmidCap Strategy? Below is the replay from a recent interview from Founder, and Portfolio Manager, Ragen Stienke. Thank you to Skypoint Capital Partners for hosting the call.
2024 Midyear Investor Call Replay
Communications
03/23/23 – The Next Problem for Banks
03/09/23 – Competitive Position
02/28/23 – Volatility Gremlins
09/01/22 – Positioning for Europe’s Power Problem and More Energy Inflation
06/16/22 – The Case for SMid Cap Value
06/06/22 – Fear the Zombies – Part II
03/14/22 – Positioning for Higher Inflation and Higher Rates
02/02/22 – Ballast – Emerging Manager Award Finalist
01/28/22 – The Global Supply Chain Issue
12/03/21 – Inflation – Unless your Money is Beating it You are Losing
5/29/20 – Troubleshooting the Value Conundrum with Valuation
5/13/20 – Step Off the Index Treadmill and Get Active in Small Cap Value
4/30/20 – Seizing Opportunities in Small Cap
3/30/20 – Our Next Steps
3/17/20 – Ballast Investor Update
Quarterly Client Letters
Q4 – 2024
Q3 – 2024
Q2 – 2024
Q1 – 2024
Q4 – 2023
Q3 – 2023
Q2 – 2023
Q1 – 2023
Q4 – 2022
Q3 – 2022
Q2 – 2022
Q1 – 2022
Q4 – 2021
Q3 – 2021
Q2 – 2021
Q1 – 2021
Current Strategy Fact Sheet
Q4 – 2024
Q3 – 2024
Q2 – 2024
Q1 – 2024
Q4 – 2023
Q3 – 2023
Q2 – 2023
Q1 – 2023
Q4 – 2022
Q3 – 2022
Q2 – 2022
Q1 – 2022
Q4 – 2021
Q3 – 2021
Q2 – 2021
Q1 – 2021
For additional Fact Sheets and Letters please contact us.
Articles & White Papers
NYSE Ballast ETF Issuer Spotlight – December 2021
Emerging Manager Monthly – June 2021
Value Investor Insight – October 2018