Company News
QSV Named to PSN Top Guns List of Best Performing Strategies for Q4 2023 Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies. Naperville, IL – February 23, 2024 – QSV Equity Investors announced today its QSV Select strategy has been named to the celebrated PSN […]
Rebrand, AUM Milestone Propelling QSV Equity Investors Forward Rebrand AUM Milestone Propelling QSV Equity Investors Forward – Full Reprint Things are moving forward for QSV Equity Investors, which recently eclipsed the $100 million mark in assets under management. The domestic small- and mid-cap focused equity firm officially rebranded from Ballast Equity Management on March 21, […]
Oakbrook, IL – May 24, 2022 – QSV Equity Investors has been awarded multiple PSN Top Guns distinctions by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers. QSV was honored with 6 Star, 5 Star and 4 Star Top Gun ratings for its Quality Value Midcap strategy in the […]
Oakbrook, IL – November 22, 2021 – QSV Equity Investors has been awarded multiple PSN Top Guns distinctions by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers. QSV was honored with 6 Star, 5 Star, 4 Star, 3 Star and 1 Star Top Gun ratings for its Quality Value […]
Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. PSN Top Guns investment managers must claim that they are GIPS compliant. Products must have an r-squared of 0.80 or […]
Oakbrook, IL – August 24, 2021 – QSV Equity Investors Fmahas been awarded multiple PSN Top Guns distinctions by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers. QSV was honored with both 5 Star and 6 Star Top Gun ratings for its Quality Value Midcap strategy in the Mid […]
Oakbrook Terrace, IL – July 2021 – QSV Equity Investors, LLC, a registered investment advisor, today announced their investment strategies are now available on SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP). The relationship with SMArtX will enable QSV’s Quality […]
JEFF KAUTZ is Co-Founder, Chief Executive Officer and Portfolio Manager of QSV Equity Investors LLC. Prior to founding QSV, he was with Perkins Investment Management from 1997 to 2015, where he held roles including CEO, Chief Investment Officer and Portfolio Manager. Mr. Kautz also served as co-manager of the Janus Henderson Mid Cap Value […]
Back to Business – Q4 2020 RIA M&A Outlook 2020 has been a challenging environment for even the most resilient Advisors and their Clients. Many business plans focusing on growth this year were thrown out of the window in March when the global pandemic effectively shut down the economy. As we begin to resume normal […]