The Bailard Technology & Science Composite (the “Composite”) posted a total return of 1.56% net of fees for Q4, slightly lagging the peer benchmarks’ Morningstar U.S. Open End Technology return of 1.74% and the Lipper Science and Technology Fund Index return of 1.93%. The Composite was in line with the top-heavy S&P North American Technology Index’s return of 1.54%, and outpaced the mega-cap Nasdaq 100 by 1.61% for the quarter. Over longer measurement periods of 3, 5, and 10 years, the Composite’s net returns continue to lead the competitive peer group benchmarks.
Recent Insights
Business Wire, “Bailard named to inaugural CNBC Elite Advisors list”
Bailard, Inc., an independent wealth and asset management firm, has been named to the inaugural CNBC Elite Advisors list. CNBC recognizes 25 U.S. registered investment advisors (RIAs) with a record of serving ultra-high-net-worth (UHNW) clients and families across the full range of services they require.
June 24, 2026
The end of forward guidance? – Morning Macro with Dave
Federal Reserve Chair Kevin Warsh has signaled a different approach to monetary policy, prompting markets to shift from expecting rate cuts to anticipating additional hikes. At the same time, inflation concerns and tighter global monetary policy are reshaping the investment landscape.
June 23, 2026
CNBC unveils inaugural Elite Advisors list
Bailard has been named to CNBC’s Elite Advisors list. Only 25 firms were included in the inaugural cohort. CNBC’s research focused on firms serving ultra-high-net-worth families and the full scope of capabilities those relationships demand.
June 23, 2026
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