The Bailard Technology & Science Composite (the “Composite”) posted a Q1 total return of 21.62%, net of fees, meaningfully ahead of the competitor-related benchmarks, with the Morningstar U.S. Open End Technology Category return of 17.48% and the Lipper Science and Technology Fund Index return of 17.88%. The Composite was also ahead of the top-heavy S&P North American Technology Index return of 21.45% and the mega-cap Nasdaq 100 return of 20.77%. Over longer measurement periods of 3, 5, and 10 years, the Composite’s net returns continue to lead the competitor’s peer group benchmarks.
Recent Insights
Country Indices Flash Report – September 2025
The Federal Reserve cut its benchmark rate for the first time this year, joining other central banks in the global easing cycle. Gold surged to a record $3,800/oz, up 45% year to date, as rate cuts, political uncertainty, and rising debt levels bolster its appeal. [Read more...]
September 30, 2025
Bailard Recognized Among Barron’s Top 100 RIA Firms
Bailard, Inc. has been named to Barron’s list of the Top 100 RIA Firms for 2025, marking our fourth appearance in five years.
September 30, 2025
Bailard Equity Strategies Ranked by Zephyr’s PSN
Four of Bailard's equity strategies—International, Micro Cap Value, Technology, and Technology and Science—were recognized in Zephyr’s quarterly PSN rankings for Q2 2025. The list showcases strategies that delivered notable performance amid rapidly changing market conditions.
September 15, 2025
Keep Informed
Get the latest News & Insights from the Bailard team delivered to your inbox.