Our Capabilities
Driven by our six core values of accountability, compassion, courage, excellence, fairness, and independence, Bailard proudly serves individuals, families, and institutions. Over five decades, we have built a comprehensive wealth management offering, as well as a long-term asset management track record, across domestic and international equities, fixed income, private real estate, and sustainable, responsible and impact investing. We partner with our clients, using our values-driven approach, to align their financial portfolios with their goals and values.
Our Team
Bailard embodies a “do-what-is-right” ethos and a loyalty that extends from our clients to our colleagues.
“I think the most important thing in our industry, frankly, are our values. I think it’s very important for clients to really think about where they’re putting their money and who’s managing it.”
—Sonya Mughal, CFA, Chief Executive Officer
Investment Strategies
Bailard has built a long-term track record across domestic and international equities, fixed income, and private real estate, as well as robust, in-house ESG expertise and multi-asset class wealth management portfolios.
1969
Founded
$6.2
Billion in Assets Under Management
52%
Women and Minority Owned
as of 6/30/2024
Our Impact
Bailard has always been a values-driven firm and, over our long history, we have demonstrated a commitment to putting our values into action. This fundamental belief is a driving force in how we hire, how we work with our clients to achieve their goals, and how we view the investment landscape. It also inspires us to serve the communities in which we live, work, and engage.
Recent Insights
Quarterly Small Value ESG Equity Strategy Q2 2024
The equity markets continued to narrow in Q2. Large growth was the only winning style, and even that was deceptive as large growth returns were concentrated in the usual handful of mega caps perceived to be artificial intelligence (AI) beneficiaries. While showing some signs of weakness, economic growth remained positive while inflation continued to roughly moderate through the period. Interest rates rose in April, fell in May and were largely flat in June, ending the quarter very close to where they started.
July 19, 2024
Quarterly Technology Science Equity Strategy Q2 2024
The Bailard Technology Strategy posted a 2Q24 total return of 9.75% net of fees, ahead of both the cap-heavy benchmark index (S&P North American Technology Index) as well as the competitor-comprised benchmarks. The Morningstar U.S. Open End Technology Category returned 3.24% and the Lipper Science and Technology Fund Index returned 5.10%, while the S&P North American Technology Index generated 9.36% and the Nasdaq-100 Index returned 8.05%. Over longer time periods of 3, 5, and 10 years, the Strategy’s net returns continued to lead the competitor peer benchmarks.
July 18, 2024
The Bailard Foundation Distributes $1M in its First Five Years
Bailard, Inc. proudly announces its Bailard Foundation reached $1 million in grants and donations distributed in just its first five years. As of June 30, 2024, the Bailard Foundation has distributed $1,008,037 since its inception in June 2019, over 90% of which has directly benefited the local Bay Area community.
July 17, 2024
Get in Touch
For individuals and institutions alike, Bailard proudly serves as a trusted partner
focused on achieving long-term results aligned with your values and goals.
Let’s find out how we can work together.
There is no guarantee Bailard or any of its strategies will achieve performance or investment objectives. Past performance is no indication of future results. All investments have the risk of loss.
Important Notice: Bailard does not conduct business over social media or social messaging platforms. If you receive information regarding an investment opportunity purporting to be offered by or affiliated with Bailard through one of these platforms, such as WhatsApp, you should be aware that this is a scam. Please contact info@bailard.com if you have any questions.