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
Bailard CEO Sonya Mughal shares what’s kept her there for 30 years
Sonya Mughal, CFA opens up in a candid interview with Pensions & Investments' about her journey from an entry-level position to CEO, all at Bailard, in her 30-year career solely dedicated to the Company. She discusses her and Bailard's values, how people can find the right place to work, Bailard's culture, and the importance of understanding your clients.
December 9, 2024
Bailard Awarded Fifth in Its Category Among the 2024 Pensions & Investments Best Places to Work in Money Management
Bailard, an independent asset and wealth management firm based in the San Francisco Bay Area, has been named one of the 2024 Best Places to Work in Money Management by Pensions & Investments.
December 9, 2024
Country Indices Flash Report – November 2024
Donald Trump won the electoral college and popular vote on November 5th to regain the U.S. presidency in January. Republicans also gained a Senate majority and held control of the House. Trump has rapidly announced loyal supporters as Cabinet picks. Markets echoed November 2016: a strong dollar, U.S. equity outperformance, and small cap/value stocks outperforming large cap/growth.
November 29, 2024
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