Bailard, Biehl & Kaiser

2024-07-06

Bailard is an employee-owned investment firm located in the San Francisco Bay Area that has served institutions and private investors for nearly forty years. We apply both quantitative and fundamental investment expertise to manage a variety of asset classes and styles, seeking an optimal investment strategy for each unique investment opportunity. Our institutional strategies include core international stocks (developed and emerging markets), as well as U.S. small-cap value, and large-cap growth. In the specialty products area, strategies include private real estate, long/short REITs, and micro-cap emerging healthcare.

Specializing in multi-asset portfolio management, real estate and alternative investments for high net worth individuals and institutions.

Bailard, Biehl & Kaiser