Please see page 19 for Sonya’s profile by the Family Wealth Report. The awards program is designed to showcase excellence in the North American wealth sector, and how entrants put their case forward can often be very revealing about the qualities on display. The Family Wealth Report Awards 2023 and 2022 judging process was conducted by expert panels and consist of judges from family offices, private banks, trusted advisers, consultants and other service providers each of whom has in-depth knowledge and a broad experience. The judging process is organized in a way so as to avoid conflicts of interest, and no judge will be asked to review a submission from an organization competitive to their own. Every submission is carefully reviewed to ensure the best companies and individuals are selected as winners in each category, whilst commercially sensitive information is kept confidential. This recognition does not evaluate the quality of services provided to clients and is not indicative of Bailard’s future performance; there was no fee to enter.
Recent Insights
Quarterly Technology Equity Strategy Q2 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 ahead of competitor benchmarks, i.e. the Morningstar U.S. Open End Technology Category, which returned 22.66% and the Lipper Science and Technology Fund Index, which returned 22.48%. Year to date, the Strategy led the NA Tech Index, Morningstar US OE Tech Category, and the Lipper Sci & Tech Index by 2.21%, 1.07%, and 2.33%, respectively. As of June 30, 2025, the Strategy’s net returns over the 3-, 5-, and 10-year periods exceeded the returns of the competitor peer benchmarks.
July 18, 2025
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 are positioned to relatively benefit from tariff policy, deregulation, and interest rate cuts. Valuation differences between small caps and large caps make the relative benefits even more compelling.
July 18, 2025
What Matters Most Hasn’t Changed
In his first 9:05 piece as CIO, Dave Harrison Smith, CFA, reflects on Bailard’s enduring philosophy and what lies ahead.
July 14, 2025
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