The Bailard Technology & Science Composite (the “Composite”) posted a total return of -6.51% net of fees for Q3, lagging the Morningstar U.S. Open End Technology (“OE Tech”) return of -6.01% as well as the Lipper Science and Technology Fund Index (“Lipper Sci &Tech”) return of -5.43%. The Composite also slightly trailed the top-heavy S&P North American Technology Index (“NA Tech”) by 0.19% for the quarter. Over longer measurement periods of 1, 3, 5, and 10 years, the Composite’s returns continue to lead the peer group benchmarks.
Recent Insights
Economic Brief: Gold Rush
Not all pauses are created equal. Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist, Wealth Management, and Portfolio Manager, Sustainable, Responsible and Impact Investing), shares how this one mattered.
October 14, 2025
Globalization, Reshoring, and the Cost of Stability
Not all pauses are created equal. Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist, Wealth Management, and Portfolio Manager, Sustainable, Responsible and Impact Investing), shares how this one mattered.
October 14, 2025
Year-End Planning in a New Tax Landscape
Not all pauses are created equal. Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist, Wealth Management, and Portfolio Manager, Sustainable, Responsible and Impact Investing), shares how this one mattered.
October 14, 2025
Keep Informed
Get the latest News & Insights from the Bailard team delivered to your inbox.