Quarterly Small Value Strategy Q2 2025

Investors shrugged off initial trade war panic, and risk-on sentiment dominated thereafter. Both growth stocks and low-quality “junk” stocks benefited. Barring a recession, small cap stocks…

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Photo of child in 4th of July outfit with sparkler, Credit to Thomas Park.

Spotlight: A Closer Look at the One Big Beautiful Bill

Understanding the newest wave of tax reform—and how it might affect you.   On July 4, President Trump signed the “One Big Beautiful Bill” Act into law, marking the most sweeping tax…

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Bailard Appoints Dave Harrison Smith, CFA, Chief Investment Officer

Bailard Appoints Dave Harrison Smith, CFA, as Chief Investment Officer

Continuity and Growth Across Our Investment Team.   SAN FRANCISCO – July 1, 2025 – Bailard is pleased to announce that, as of today, Dave Harrison Smith, CFA, has been promoted to…

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Country Indices Flash Report – June 2025

Tariff negotiations intensified as the July 9th reciprocal tariff deadline nears, though the Trump administration signaled flexibility on the cutoff for countries negotiating in “good…

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AdvisorHub 2025 Advisors to Watch

Mike Faust Awarded 2025 Advisors to Watch by AdvisorHub

Michael Faust, CFA, ranked in the top five of AdvisorHub’s Advisors to Watch for the second year—recognizing his standout leadership at Bailard [See more…] Download PDF

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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

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

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

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

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Rare Earth Elements Issue Brief

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

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