Profile
Mr. Thomas J.
Mudge is a Senior Vice President & Director of Equity Research at Bailard, Inc. He heads Bailard’s equity research and serves as a portfolio manager of the small cap value equity strategy.
He has over 37 years of investment experience.
Mr. Mudge earned his BA at Northern Michigan University in 1985 and the Chartered Financial Analyst designation in 1994 and is a member of the CFA Institute and the CFA Society of San Francisco.
Tom Mudge active positions
| Companies | Position | Start |
|---|---|---|
Bailard, Inc.
Bailard, Inc. Investment ManagersFinance Bailard manages diversified portfolios across a broad risk spectrum for their clients. The firm carefully constructs diversified portfolios of assets that have low correlations with one another with the intention of enhancing return and reducing volatility. Their process begins with the creation of a longer-term strategic portfolio which consists of a mix of low and high volatility assets. Bailard uses a combination of quantitative research/models, fundamental analysis and/or qualitative judgment. Their fundamental research expertise is used in the analysis of their fixed income, real estate and specialized strategies. | Director of Research - Equity | 1986-12-31 |
Training of Tom Mudge
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Positions held
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Inactive
Listed companies
Private companies
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 2 |
|---|---|
Bailard, Inc.
Bailard, Inc. Investment ManagersFinance Bailard manages diversified portfolios across a broad risk spectrum for their clients. The firm carefully constructs diversified portfolios of assets that have low correlations with one another with the intention of enhancing return and reducing volatility. Their process begins with the creation of a longer-term strategic portfolio which consists of a mix of low and high volatility assets. Bailard uses a combination of quantitative research/models, fundamental analysis and/or qualitative judgment. Their fundamental research expertise is used in the analysis of their fixed income, real estate and specialized strategies. | Finance |
Northern Michigan University
Northern Michigan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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