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.
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The Small Cap Turnaround Trap
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August 28, 2026
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Business Wire, “Bailard names Simon Smundak, CFA, as SVP, Private Markets & Solutions, deepening its UHNW advisory bench”
Bailard names Simon Smundak, CFA, as Senior Vice President, Private Markets & Solutions, deepening its UHNW advisory bench.
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