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Ragen Stienke - Ballast Asset Management / MGMT
Manage episode 382018549 series 3467672
Brad Roth에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Brad Roth 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Ragen Stienke, founder of Ballast Asset Management, joined the Behind the Ticker podcast to discuss his 30+ years of experience in small and mid-cap investing. Ragen got his start in the 1990s at Arthur Anderson's business valuation group before working at UBS and later founding a SMID strategy at Westwood. In 2015, he started Ballast focused on small and mid-caps, offering both SMAs and their Small/Mid Cap ETF called MGMT. Ragen aims to turn alpha generation into a process focused on quantifying downside risk rather than relying on conviction. He sees opportunity in the small and mid-cap space as coverage by analysts has declined, believing this segment will outperform large caps in the coming years.
Ragen evaluates management teams for alignment, capital deployment history, and strategic fit. Ragen positions MGMT as a replacement for passive ETFs or to balance large cap growth tilts in models, focusing distribution on RIAs and advisors rather than consultants. He summarizes Ballast's approach as “looking both ways when crossing a one-way street.”
To learn more about Ballast and Ragen please visit ballastam.com
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