About QUSIX
Pear Tree Polaris Foreign Value Small Cap Fund Institutional Class is an actively managed mutual fund focused on delivering long-term capital growth and income by investing in small-cap companies located outside the United States. The fund typically holds a diversified portfolio of 50 to 100 stocks from developed markets such as Europe, Australia, and the Far East, with selective exposure to emerging markets as well. Emphasizing a value-oriented approach, the fund targets small-cap companies—generally those with market capitalizations between $50 million and $5 billion—demonstrating undervalued cash flows and fundamental strength. The investment process combines proprietary quantitative models with in-depth fundamental research to identify attractive opportunities across sectors like financials, industrials, basic materials, and consumer discretionary. Managed by Polaris Capital Management, the fund aims to mitigate single-country risk through broad geographic diversification, often investing in more than 15 foreign markets at a time. This institutional share class is designed for institutional investors, offering relatively low expense ratios and a high minimum investment threshold. The fund plays a key role in providing access to global small-cap value equities, serving as a complement to domestic and large-cap international holdings.
Fund Family Pear Tree Funds
Category Foreign Small/Mid Value
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol QUSIX
Share Class Institutional Shares
Index MSCI ACWI Ex US Small Cap TR
QUSIX had a total return of 34.04% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.17%.
