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Home > Financial Services > Mutual Funds > Bailard Biehl & Kaiser
Bailard Biehl & Kaiser
In 1969 three graduates of the Stanford Graduate School of Business founded private equity real estate fund called Bailard, Biehl & Kaiser. There are 5 types of mutual fund in Bailard Biehl & Kaiser, Bailard Cognitive Value which seeks long-term capital appreciation. It normally invests in the equity securities of small capitalization companies similar to those found in the S&P SmallCap 600/Citigroup Value Index. The advisor adds value to the fund's portfolio through stock selection while maintaining an appropriate risk profile relative to the index. The fund is not diversified. Minimum initial investments is 5000 dollars and minimum subsequent investment is 1000 dollars.
Bailard International Equity seeks long-term capital appreciation, current income is secondary. It normally invests at least 65 percent of assets in equities issued in at least 3 foreign countries. It may invest the balance of assets in high-quality domestic and foreign short-term debt obligations. The fund invests primarily in companies based in the Far East, Europe, Canada, and Australia, though it may invest in countries of any region. This fund is non-diversified. Minimum initial investment can be 5000 dollars. Subsequent investments can be 100 dollars.
Baron Fifth Avenue Growth seeks capital appreciation. The fund normally invests at least 80 percent of assets in securities of larger growth companies with market capitalizations Minimum initial investments are 2000 dollars.
Bailard Enhanced Growth seeks long-term capital appreciation. It invests primarily in common and preferred securities of growth companies located in the U.S. and abroad whose risk and potential return profile is expected to compare favorably to the profile of the Nasdaq 100 index. The fund may purchase stocks of companies across all sectors except for finance. It may also invest up to 25 percent of its assets. Minimum initial investments Minimum initial investment is 5000 dollars and minimum subsequent investment is 100 dollars.
Bailard, Biehl & Kaiser Bond Opportunity Fund seeks total return. The fund normally invests at least 65 percent of assets in high-quality fixed-income foreign securities issued in at least three countries which may be issued by foreign corporations and governments, supranational entities, or U.S. issuers with primary operations in foreign countries. It may invest in domestic debt market, in options and futures transactions. This fund is non-diversified. Minimum initial investment is 5000 dollars and minimum subsequent investment is 100 dollars.
The fund is managed by fund managers who have years of experience in the investment industry and work diligently to ensure the maximum returns on your investment at the same time choosing investment options that offer the maximum safety for your investment.
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