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Image: Pull Quote from Mary Bersot Q&A with CEO Sonya Mughal

Built on Trust – Guided by Values: Q&A with Mary Bersot, CFA and Bailard CEO, Sonya Mughal, CFA

June 9, 2025

After founding and leading Bersot Capital Management for nearly two decades, Mary Bersot, CFA, joined Bailard this spring with her long-standing clients and colleague Nicholas Risser. In…

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Country Indices Flash Report – May 2025

May 30, 2025

The UK and EU reached a new agreement to ease trade restrictions and boost cooperation on security and energy, marking a significant step towards improved relations since Brexit. [See…

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Animal Testing Issue Brief

May 29, 2025

The 2023 proxy season: More shareholder proposals, tougher proposals, and less support. Download PDF

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Rare Earth Elements Issue Brief

May 29, 2025

The 2023 proxy season: More shareholder proposals, tougher proposals, and less support. Download PDF

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Bailard is a 2025 Top Workplace! San Francisco Chronicle

Bailard Celebrated as a 2025 San Francisco Chronicle Top Workplace—for the Second Year in a Row

May 12, 2025

Independent by design. Empowered by culture.  

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Country Indices Flash Report – April 2025

April 30, 2025

U.S. policy and global equities swung wildly during the month as ‘Liberation Day’ was followed by a 90-day pause in many tariffs and the administration’s harsh tone toward Fed Chair Jerome…

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Quarterly International Equity Strategy Q1 2025

April 28, 2025

Non-US assets found renewed vigor to begin 2025, in sharp contrast to late 2024. Echoing the first Trump administration eight years ago, U.S. policy uncertainty weighed on the dollar and…

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Quarterly Technology Equity Strategy Q1 2025

April 16, 2025

The Bailard Technology Strategy posted a 1Q25 total return of -9.35% net of fees—ahead of both the benchmark index (S&P North American Technology Index) and the competitor-comprised…

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Quarterly Small Value Strategy Q1 2025

April 15, 2025

Policy uncertainty, mixed economic and inflation numbers, and a declining stock market prompted investors to opt for the perceived safety of large cap stocks in the first quarter. Though…

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Country Indices Flash Report – March 2025

March 31, 2025

U.S. stocks breached the 10% correction level from February highs, while EAFE made new ones in March. The gap between EAFE and the U.S. is the largest first quarter differential since 1986.…

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