About QISOX
The Pear Tree Polaris International Opportunities Fund Ordinary Shares is an actively managed mutual fund focused on providing exposure to the growth potential of companies based outside the United States. The fund primarily invests in approximately 75 stocks of non-U.S. companies located in developed regions such as Europe, Australia, and the Far East, with additional flexibility to include holdings from emerging markets. This broad diversification across at least 15 foreign markets is designed to mitigate the risks associated with economic downturns in any single country.
Its investment process blends quantitative screening and fundamental analysis. The fund uses proprietary models to sift through a global universe of over 40,000 companies, narrowing the selection to several hundred for in-depth review. The strategy emphasizes a bottom-up approach, targeting stocks with strong, undervalued cash flows regardless of sector or geography. Portfolio management is handled by Polaris Capital Management, a firm with more than four decades of experience in global equity investing. The fund typically encompasses a variety of sectors, including consumer discretionary, technology, and financial services, making it a significant participant in the foreign small- and mid-cap market segment.
Fund Family Pear Tree Funds
Category Foreign Small/Mid Blend
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol QISOX
Share Class Ordinary Shares
Index MSCI AC World ex USA TR USD
QISOX had a total return of 10.58% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.74%.
