About QISIX
The Pear Tree Polaris International Opportunities Fund Institutional Shares is a mutual fund focused on achieving long-term capital appreciation by investing primarily in equity securities of companies located outside the United States. Emphasizing diversification, the fund typically holds around 75 stocks from developed markets such as Europe, Australia, and the Far East, while also retaining the flexibility to invest in select emerging markets. The fund employs a rigorous investment process that integrates both quantitative and fundamental research, utilizing proprietary models to screen over 40,000 companies and identify 400 to 600 for deeper analysis. Final selection is guided by a bottom-up approach, seeking undervalued stocks with strong cash flows across various industries and countries. Managed by Polaris Capital Management, a firm with decades of global equity expertise, the fund aims to limit the impact of any single country or sector's performance by maintaining broad exposure across at least 15 foreign markets. Categorized as a foreign small/mid blend fund, it serves institutional investors seeking diversified access to international equity markets through an actively managed, research-driven strategy.
Fund Family Pear Tree Funds
Category Foreign Small/Mid Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol QISIX
Share Class Institutional Shares
Index MSCI AC World ex USA TR USD
QISIX had a total return of 16.35% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.01%.
