About EEOFX
The Pear Tree Essex Environmental Opportunities Fund is an actively managed mutual fund focused on investing in companies that address environmental and related social challenges. Its primary objective is long-term capital growth by targeting firms enabling greater natural resource and energy efficiency. The fund aligns its investments with the United Nations Sustainable Development Goals and diversifies across nine distinct environmental themes, offering exposure to clean technology and sustainability-driven sectors. Holdings typically include small- and mid-cap growth companies across a range of geographies and industries, with an emphasis on businesses demonstrating robust revenue and earnings growth, sound capital allocation, and profitability. The portfolio is relatively concentrated, generally consisting of 35–45 holdings, and employs a rigorous fundamental analysis and valuation process for stock selection. Managed by experienced professionals from Essex Investment Management, the fund integrates risk management into its construction, considering industry maturity, liquidity, and individual security volatility. By investing in public equities that support environmental solutions, the fund plays a significant role in the sustainable and impact investing landscape, appealing to investors seeking both financial return and measurable positive environmental outcomes.
Fund Family Pear Tree Funds
Category World Small/Mid Stock
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol EEOFX
Share Class Ordinary Shares
Index MSCI World NR USD
EEOFX had a total return of 46.30% in the past year, including dividends.
Since the fund's inception, the average annual return has been 9.09%.
