Founded by three Stanford Graduate School of Business alumni in 1969, we’ve evolved into an established pillar of the investment management community. Bailard, Inc. has been a major force for institutions and high-net-worth individuals for over 50 years.


Disclosures: There is no guarantee Bailard or any of its strategies will achieve performance or investment objectives. Past performance is no indication of future results. All investments have the risk of loss.

1 This does not constitute, and should not be construed as, an offer to sell any securities or interests in the Fund. Such an offer can only be made pursuant to the Private Placement Memorandum, which will be made available on a confidential basis to any qualified prospective investor upon request. Please see the linked press release for important additional information.
2 Please read the linked press release for important risks and disclosures. An investor in the Bailard Real Estate Fund must be an “accredited investor” as defined in Regulation D and provide documentation verifying such status as requested by the Fund.
3 The Bailard Foundation supports initiatives that the firm, its employees, and its clients value, as we seek to collectively improve the communities in which we live, work, and engage. The Bailard Foundation has a board of directors that is led by chairwoman Terri Bailard, widow of firm co-founder Tom Bailard, and features both select friends of Bailard, Inc. and employees.
4 The Bailard sub-advised mutual fund, HighMark Cognitive Value Fund, Class M, was named by The Wall Street Journal as a top-performing, Category King for the Small Cap Value category. The Fund was ranked #9 of 305 mutual funds in Lipper’s Small Cap Value universe based on its total return for the one-year period ending December 30, 2011; there was no cost to enter.
5 Lipper Awards: The mutual fund Bailard sub-advised, HighMark International Opportunities Fund, Class M (formerly the Bailard International Equity Fund), received the 2008 Lipper Fund Award for the Best International Multi-Cap Core Fund over the five years ending December 31, 2007 (ranked #1 of 195 funds), and the 2009 Lipper Fund Awards for the Best International Multi-Cap Core Fund over the three and five year periods ending December 31, 2008 (ranked #1 of 259 funds and #1 of 191 funds, respectively). There was no cost to enter. The awards were earned based on the Lipper Ratings for Consistent Return. The Lipper Awards in the United States are part of a global program of events held in 21 countries, to reward funds that in Lipper’s determination deliver consistently strong risk-adjusted performance relative to peers. According to Lipper, the winners are selected using the Lipper Leader Rating for Consistent Return over three, five and ten-year periods. For more information on Lipper Leaders and how the Lipper Ratings for Consistent Returns are calculated, please visit Please be advised that the Fund had negative performance during the ranking period for the 2009 awards.