Ballast Asset Management

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Small and Mid Cap ETF | Ballast MGMT Make MGMT work for you Our latest thinking. --> MGMT Checklist Read More Active MGMT Matters Read More Great Management for Great Returns Read More Sign up to receive MGMT Insights Management Checklist Like pilots before takeoff, we use checklists throughout our investment process in an attempt to prevent easy mistakes. At root, management quality is a question of business judgement. Our detailed checklist structures consistent, contextual, comprehensive evaluation of each management team. Before investing, our investment team uses a checklist to answer three basic questions to evaluate management’s fit with the business and with our investment strategy. The detailed checklist also guides on-going “trust but verify” monitoring, which we believe is an important step in manufacturing consistent long-term returns with limited fundamental downside. When surprises strike, the right management is a crucial in an attempt to mitigate downside risk and, ideally, able to exploit disruption to accelerate long-term value. Is management aligned with shareholders? Tell us how someone gets paid, and we can tell you what they are likely to do. For example, if incentive compensation metrics are tied to revenue growth, you can bet that management will do everything possible to grow revenue, even if the profits are lousy and it destroys capital in the process. Great incentive plans reward balanced growth, profitability and capital efficiency. A significant e

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