BAILARD INC. Overview

Bailard Inc. is an investment advisor that manages 2.3 BN dollars in regulatory AUM and has 43 employees, of which 40 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 48% of the manager's regulatory AUM.

BAILARD INC. StockAlpha

-2.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BAILARD INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
QQQ 5.51% ETF 0.66% -0.24% 0 16%
EEM 5.26% ETF -3.42% -0.45% 0 13%
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FEATURED IN
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BAILARD INC. Founders and Key Employees

Name Title In Position Since
Ronald W. Kaiser Director, Bb&K Holdings, Inc. November-1988
Burnice E. Sparks President & Director; Director, Bb& K Holdings (Since 06/2011) June-1992
James E. Boddorf Director, Bb&K Holdings, Inc. November-1988
Peter M. Hill Chairman (Since 06/2011) And Director (Since 1992);Ceo; Chairman (Since 06/2011) And Director Of Bb&K Holdings Inc. January-2008
Dennis J. O'Connell Director, Bb&K Holdings Inc. November-1998
Janis M. Horne Chief Compliance Officer May-1996
Sonya Thadhani Director, Chief Risk Officer (Since 8/2011) And Coo (Since 3/2013) June-2011
Michael J. Faust Evp April-2010
Eric P. Leve Evp, And Chief Investment Officer (Since 3/2013) April-2010
Vincent S. Korta Treasurer August-2011
Erin M. Randolph Secretary May-2012
Marlis Fritz Director, Bb&K Holdings December-2011
Preston R. Sargent Evp / Member Of Senior Management Team May-2015

BAILARD INC. Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

BAILARD INC. Investment Strategy

ITEM 8 – METHODS OF ANALYSIS, INVESTMENT STRATEGIES, AND Risk of Loss



Bailard Institutional’s investment strategies include traditional long only equity strate-
gies as well as alternative investments.

Our long only investment strategies include International equities (for a variety of cli- ent mandates, including developed and/or emerging markets), U.S. small value, U.S. large growth/technology and science, and fixed income.

Our alternative investments include commercial real estate, long-short strategies, long-short REITs, a specialized long only emerging life sciences strategy and an emerg- ing opportunities strategy.


Long-Only Investment Strategies


International Equity and Emerging Markets Equity Strategies

These strategies are actively managed strategies that utilize a robust country selec- tion approach to offer broad developed and/or emerging market exposure. We use a quantitative approach to inv...
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BAILARD INC. Portfolio Concentration

BAILARD INC. Location

950 TOWER LN
STE 1900
FOSTER CITY, California
UNITED STATES, 94404-2131

BAILARD INC. Contact Information

Phone Number: 650-571-5800
Fax Number: 650-573-7128
Website:

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