COO and PM for Tech and Science

Dave serves as a portfolio manager for the Bailard all cap growth/technology and science equity strategy, where he specializes in technology sector research. Dave graduated in 2008 from the University of California at Berkeley with a double major in business administration and economics. He received his Chartered Financial Analyst® designation in 2012 and is a member of the CFA Institute and the CFA Society of San Francisco. In 2016, he received his MBA from the Haas School of Business at the University of California, Berkeley.

Chris joined Bailard in 2015. As a member of the Technology investment team, he focuses his investment research on semiconductor and related industries and coordinates broadly on technology investment strategies. Prior to Bailard, Chris founded Primary Funds, LLC, an investment firm specialized in low-volatility, long/short technology-biased equity strategies where fundamental research played an integral role in stock selection and portfolio construction. Chris and Bailard have a relationship that began in 2004, when Bailard became an institutional client of Primary Funds, LLC. Before Primary Funds, Chris served as Director of Equity Research at RCM, at that time a $60 billion investment advisory firm best known for its fundamental research approach to investing in equities. (Today, RCM is part of Allianz Global Investors.) As the Director of Equity Research, Chris also led the research effort behind the management of $7.1 billion in research-driven sector funds. He served on that firm’s Executive Committee and Equity Management Group. Chris holds an undergraduate degree in economics from the University of California, San Diego and an MBA from Cornell University.