About QFVOX
Pear Tree Polaris Foreign Value Fund Ordinary is an actively managed mutual fund specializing in international equity with a value orientation. The fund seeks long-term capital growth and income by investing primarily in stocks of companies located outside the United States, typically spanning 50 to 125 holdings across developed markets within Europe, Australasia, and the Far East, as represented by the MSCI EAFE Index. It may also include exposure to emerging markets.
The fund employs a disciplined investment process that combines both quantitative screening and fundamental analysis, using proprietary models to identify undervalued companies with strong cash flows regardless of sector or country. Its non-diversified structure allows for concentrated positions in select issuers, supporting a bottom-up approach focused on individual stock selection. The portfolio is managed by Polaris Capital Management, an experienced global investment manager.
The Pear Tree Polaris Foreign Value Fund Ordinary is recognized within the foreign large value category and typically invests across at least 15 countries and multiple industry sectors, aiming to provide diversification and reduce the impact of any single market or sector on overall performance. Notable portfolio sectors include Financials, Health Care, Industrials, Energy, and Consumer Discretionary, with significant holdings in leading international companies.
Fund Family Pear Tree Funds
Category Foreign Large Value
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol QFVOX
Share Class Ordinary Shares
Index MSCI EAFE TR USD
QFVOX had a total return of 33.53% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.27%.
