About QUSOX
The Pear Tree Polaris Foreign Value Small Cap Fund is a mutual fund designed to capitalize on the growth potential of small-cap companies located outside the U.S. Primarily focusing on Europe, Australia, and the Far East, with potential investments in emerging markets, this fund offers a diverse portfolio of 50 to 100 stocks. It employs a bottom-up investment approach, combining quantitative and fundamental analysis to identify undervalued companies with strong cash flows. The fund's strategy emphasizes sectors such as Financials, Utilities, and Industrials, aiming to outperform broader market indices like the MSCI ACWI ex USA Small Cap Index. Managed by Polaris Capital Management, LLC, the fund provides investors with a globally diversified equity portfolio, leveraging over 40 years of investment experience.
Fund Family Pear Tree Funds
Category Foreign Small/Mid Value
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol QUSOX
Share Class Ordinary Shares
Index MSCI ACWI Ex US Small Cap TR
QUSOX had a total return of 33.51% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.40%.
