Thomas J. Mudge, III, CFA, Author at Bailard

Quarterly Small Value ESG Equity Strategy Q4 2023

January 18, 2024

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Thought Series: Busting Value Stock Myths

December 14, 2021

An investigation of what creates skepticism around value stocks, and six of the many myths that reappear time and again. Download PDF

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Busting Value Stock Myths

September 27, 2021

Thomas J. Mudge III, CFA, Director, Equity Research Investment, introduces his research related to busting six value stock investing myths. Here we dive into what creates skepticism around…

Predatory Lending: An Important but Often Overlooked ESG Investment Consideration

May 7, 2021

More than a year into the COVID-19 public health crisis, it is clear that while lifestyle disruptions were universal, the economic upheavals caused by the virus fell largely on the less…

The Year No One Saw Coming: A Look at Accelerated Trends and New Changes for Domestic Equities

December 31, 2020

Thomas J. Mudge III, CFA, Director of Domestic Equity Research December 31, 2020 2020 was definitely not the year so nice that they named it twice. In addition to the far-reaching impacts of…

Expectation vs. Reality in Equity Styles

December 31, 2019

Thomas J. Mudge, III, CFA, Senior Vice President and Director of Domestic Equity Research December 31, 2019

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Failure to Launch: IPOs

October 17, 2019

Why so many IPOs have been delayed in 2019, and why the typical investor may be better off without them. Thomas J. Mudge, III, CFA, Senior Vice President and Director of Domestic Equity…

The Bull Market at Ten: Aging Gracefully, or Over the Hill?

March 31, 2019

Thomas J. Mudge, III, CFA is a Senior Vice President and Director of Domestic Equity Research at Bailard March 31, 2019

Thomas J. Mudge, III, CFA