Bailard’s small value strategy offers investors access to one of the historically best performing areas of the U.S. stock market. Through the use of behavioral finance techniques, it is designed to capitalize on temporarily mispriced stocks due to investors’ over reaction or under reaction. These opportunities are created by temporary company setbacks, analysts’ herding behavior, and investors’ linear extrapolation of past trends.

Our strategy also has a meaningful allocation to stocks that are less that $500 million in market capitalization. These micro cap stocks tend to offer the benefits associated with being undiscovered and under-followed by Wall Street analysts.

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