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Bailard Equity Strategies Ranked by Zephyr’s PSN

September 15, 2025

Industry recognition highlights Bailard during a volatile quarter.   SAN FRANCISCO – September 15, 2025: Bailard, Inc. announced that four of its equity strategies—International, Micro…

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For-Profit Healthcare Issue Brief

September 3, 2025

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

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Country Indices Flash Report – August 2025

August 29, 2025

President Trump met President Putin in Alaska to discuss the Russia-Ukraine war, then later met in DC with Ukrainian President Zelenskyy and the leaders of several major European countries.…

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BREF Acquisition: El Dorado Self-Storage

El Dorado Self-Storage

August 29, 2025

El Dorado Self-Storage is a 227,327 SF to-be-built self-storage facility located in El Dorado Hills (Sacramento MSA), California. The Project consists of a single three-story,…

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Bailard_Wealth for Good Award Winner 2025

Bailard Earns Global Recognition and National Ranking

August 27, 2025

Firm honored at the international Wealth for Good Awards and named to Financial Advisor Magazine’s 2025 Top RIA ranking.   SAN FRANCISCO – August 27, 2025 – Bailard, Inc. today…

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BREF Aquisition 750 Curtiss

750 Curtiss

August 14, 2025

750 Curtiss will be a six-story, mid-rise, podium-style apartment building totaling 138 units located in Downers Grove, a western suburb of Chicago, IL. The Project will be built on an…

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IMG: Bailard Again Named a Top Corporate Philanthropist for 2025

Bailard Named a Top Bay Area Corporate Philanthropist

August 7, 2025

Continuing an upward climb on the San Francisco Business Times list, reflecting a values-driven culture of giving.   SAN FRANCISCO – August 7, 2025 – Bailard is honored to be named…

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Quarterly International Equity Strategy Q2 2025

July 18, 2025

Non-U.S. equities built on a strong first quarter with continued gains in the second, albeit with significant short-term swings along the way. Trade and political uncertainties continued to…

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Quarterly Technology Equity Strategy Q2 2025

July 18, 2025

The Bailard Technology Strategy posted a 2Q25 total return of 22.98% net of fee—slightly below the category benchmark, the S&P North American Technology Index, which returned 23.38%—but…

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Quarterly Small Value Strategy Q2 2025

July 18, 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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