# Bailard

> Bailard is an independent, values\-driven wealth and asset management firm serving individuals, families, and institutions since 1969\.

Generated by Yoast SEO v28.2, this is an llms.txt file, meant for consumption by LLMs.

## Pages
- [Careers](https://bailard.com/careers/)
- [Sustainable, Responsible and Impact Investing](https://bailard.com/sustainable-responsible-impact-investing/)
- [Equity Strategies](https://bailard.com/equity-strategies/)
- [Bailard Foundation](https://bailard.com/bailard-foundation/)
- [Wealth Management](https://bailard.com/wealth-management/)

## Posts
- [Bailard Foundation Nears $1\.5 Million in Grants as Firm Earns Sixth Bay Area Philanthropy Ranking](https://bailard.com/bailard-earns-sixth-philanthropy-ranking/): Bailard earns its sixth consecutive appearance on the San Francisco Business Times' list of Top Bay Area Corporate Philanthropists\.
- [Quarterly Technology Strategy Q2 2026](https://bailard.com/wp-content/uploads/2026/07/Quarterly-Update_Tech_2026-0630-FNL.pdf): Q2 2026 delivered the strongest quarterly return in more than five years, driven by continued enthusiasm around AI\. However, AI is not a single investment theme; it is a stack\. At its foundation are semiconductors, networking equipment, servers, and other hardware that power AI data centers\. 
- [Country Indices Flash Report – July 2026](https://bailard.com/wp-content/uploads/2026/07/Intl_MonthlyUpdate_CountryIndices_2026-07.pdf): Middle East tensions escalated as the US\-Iran truce collapsed: the U\.S\. reinstated a naval blockade of Iranian ports and ordered fresh strikes, while Houthis hit Saudi\-linked tankers in the Red Sea\. Brent surged past $100/barrel before retreating\.
- [Quarterly Small Value Strategy Q2 2026](https://bailard.com/wp-content/uploads/2026/07/Quarterly-Update_SCV_Q2-2026-FNL.pdf): A risk\-on rally in April–May, fueled by economic resilience and easing Iran\-conflict fears, pushed junk and meme stocks higher and made the Russell 2000 Value Index tough to beat, but June's shift to risk\-off—spurred by AI funding skepticism—favored quality and value characteristics that benefit active managers\. The Bailard Small Cap Value Strategy generated a 2Q26 total return of 17\.57% net of fees, compared with the Russell 2000 Value Index at 17\.19%
- [When an oil shock becomes an inflation problem \- Morning Macro with Dave](https://bailard.com/when-an-oil-shock-becomes-an-inflation-problem-morning-macro-with-dave/): Brent crude topped $100 a barrel and the Fed held rates steady, but a hawkish dissent signals mounting pressure for a rate hike as soon as September\.

## Popups
- [Keep Informed\-popup](https://bailard.com/?post_type=popup&p=2819)
- [Example: Auto\-opening announcement popup](https://bailard.com/?post_type=popup&p=7289)
- [Example: Auto\-opening announcement popup](https://bailard.com/?post_type=popup&p=7252)

## Popup Themes
- [Default Theme](https://bailard.com/?post_type=popup_theme&p=2810)
- [Light Box](https://bailard.com/?post_type=popup_theme&p=2811)
- [Enterprise Blue](https://bailard.com/?post_type=popup_theme&p=2812)
- [Hello Box](https://bailard.com/?post_type=popup_theme&p=2813)
- [Cutting Edge](https://bailard.com/?post_type=popup_theme&p=2814)

## Timeline Stories
- [Bailard earns a fifth consecutive spot on the San Francisco Business Times’ Top 100 Bay Area Corporate Philanthropists, ranking \#65 in 2025 \(up from \#89 in 2021\)](https://bailard.com/timeline/dave-harrison-smith-cfa-appointed-chief-investment-officer-3/)
- [Dave Harrison Smith, CFA, appointed Chief Investment Officer](https://bailard.com/timeline/dave-harrison-smith-cfa-appointed-chief-investment-officer/)
- [Mary Bersot, CFA, joins Bailard with her long\-time clients and colleague Nic Risser, following nearly two decades leading Bersot Capital Management](https://bailard.com/timeline/mary-bersot-cfa-joins-bailard-with-her-long-time-clients-and-colleague-nic-risser-following-nearly-two-decades-leading-bersot-capital-management/)
- [The Bailard Foundation Distributes $1M in its First Five Years](https://bailard.com/timeline/the-bailard-foundation-distributes-1m-in-its-first-five-years/)
- [Bailard Achieves B Corp Certification, Recognizing Commitment to Values\-Driven Practices](https://bailard.com/timeline/bailard-achieves-b-corp-certification-recognizing-commitment-to-values-driven-practices/)

## Categories
- [Asset Management](https://bailard.com/category/asset-management/)
- [Wealth Management](https://bailard.com/category/wealth-management/)
- [Impact](https://bailard.com/category/impact/)
- [News \& Press](https://bailard.com/category/news-press/)

## Tags
- [BREF Acquisition](https://bailard.com/tag/bref-acquisition/)
- [Company News](https://bailard.com/tag/company-news/)
- [Bailard Foundation](https://bailard.com/tag/bailard-foundation/)
- [In the Media](https://bailard.com/tag/in-the-media/)
- [Sustainable](https://bailard.com/tag/sustainable/)

## Categories
- [Timeline Stories](https://bailard.com/ctl-stories/timeline-stories/)

## Filters
- [Emeritus](https://bailard.com/awsm_team_filters/emeritus/)
- [Admin, Compliance, HR \& Operations](https://bailard.com/awsm_team_filters/admin-compliance-hr-operations/)
- [Client Service](https://bailard.com/awsm_team_filters/client-service/)
- [Trading](https://bailard.com/awsm_team_filters/trading/)
- [SRII](https://bailard.com/awsm_team_filters/srii/)

## Optional
- [Sitemap index](https://bailard.com/sitemap_index.xml)