About GEORX
Pear Tree Essex Environmental Opportunities Fund R6 Shares is an actively managed mutual fund focused on investing in companies that address environmental and related social challenges. The fund primarily targets clean technology firms that provide solutions for natural resource and energy efficiency, climate change mitigation, and the reduction of greenhouse gas emissions. Aligned with the U.N. Sustainable Development Goals, the fund’s investment approach is fossil fuel free and spans nine environmental themes, covering sectors like renewable energy, efficient transport, water management, environmental finance, and agricultural productivity.
The fund employs a rigorous, fundamentals-driven selection process, typically holding 35 to 75 positions across different market capitalizations and geographies, with a notable emphasis on small- and mid-cap companies. Its proprietary Global Environmental Opportunities Strategy (GEOS) identifies firms that generate a significant portion of revenues from environmental innovation. Managed by Essex Investment Management, the fund seeks to provide both financial and social impact by supporting commercially viable businesses that deliver meaningful solutions to global sustainability challenges. Diversification by sector, theme, and region is central to its portfolio construction, aiming to balance growth potential with effective risk management.
Fund Family Pear Tree Funds
Category World Small/Mid Stock
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol GEORX
Share Class R6 Shares
Index MSCI World NR USD
GEORX had a total return of 35.49% in the past year, including dividends. Since the fund's
inception, the average annual return has been 1.76%.
