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
Morning Macro with Dave – Hot CPI, cooler context
Weekly perspective from Bailard's Chief Investment Officer on current developments, emerging risks, and potential implications for investors.
May 19, 2026
Quarterly International Equity Strategy Q1 2026
The quarter was a tale of two markets. January and February saw international equities continue their 2025 outperformance. In March, that trend gave way to a major geopolitical shock from military strikes in the Middle East. The effective closure of the Strait of Hormuz triggered a severe energy crunch, and related knock-on effects for countries and sectors.
May 15, 2026
Morning Macro with Dave – When talented people experiment
Weekly perspective from Bailard's Chief Investment Officer on current developments, emerging risks, and potential implications for investors.
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