The Bailard Technology & Science Composite (the “Composite”) posted a total return of -6.51% net of fees for Q3, lagging the Morningstar U.S. Open End Technology (“OE Tech”) return of -6.01% as well as the Lipper Science and Technology Fund Index (“Lipper Sci &Tech”) return of -5.43%. The Composite also slightly trailed the top-heavy S&P North American Technology Index (“NA Tech”) by 0.19% for the quarter. Over longer measurement periods of 1, 3, 5, and 10 years, the Composite’s returns continue to lead the peer group benchmarks.
Recent Insights
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Weekly perspective on current developments, emerging risks, and potential implications for investors.
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U.S. and Israeli strikes on Iran disrupted shipping through the Strait of Hormuz, a key energy chokepoint. Equities fell, while oil and gas prices spiked.
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Weekly perspective on current developments, emerging risks, and potential implications for investors.
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