Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Pear Tree Polaris Foreign Val Fd;Ord

Ranked 263 out of 468 in - Global ex US over 12 months
All calculations are in USD unless stated

Managed by

Sumanta Biswas

Sumanta Biswas graduated from North Bengal University with a BS degree in 1993 and gained an MBA from Calcutta University in 1996. He also holds an MS in finance from Boston College. Sumanta started his career in the investment industry in 1996, and is an assistant portfolio manager for Polaris Capital Management, the sub-advisor of Voyageur’s International Equity strategy. He is a CFA Charterholder.

Jason Crawshaw

Bernard Horn

Bernard Horn graduated from Northeastern University in Boston, Massachusetts with a BS in business administration and also holds an MSc in management from the Alfred P. Sloan School of Management at MIT. He is president and a portfolio manager at Polaris Capital Management, LLC. Before founding Polaris Capital Management, Bernard worked as an investment officer for MDT Advisers, Inc. responsible for an ERISA portfolio. Fromn 1990 to 1992, he served as a vice president and portfolio manager for Freedom Capital Management Corporation. In the 1980s, Bernard was the principal and founder of Horn & Company. He formed the Global Value Limited Partnership (predecessor to Polaris Global Value Fund) in order to serve existing and new clients. Benard’s pure global value philosophy combines a quantitative global valuation model and investment technology with traditional fundamental research and he has more than 25 years’ experience in the financial industry. Outside of fund management he is involved in lots of volunteering activities.

Bin Xiao

Objective

The Fund seeks long-term capital growth and income by investing in a diversified portfolio consisting primarily of foreign securities. Under normal market conditions, the Foreign Value Fund invests at least 80% of its total assets in common stocks of foreign markets issuer.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global ex US over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 25.2% 7.5% 6.0% 4.9% 4.7%
2016 4.5% -1.1% -6.6% 13.1% 0.1%
2015 -0.7% 6.0% 1.1% -11.1% 4.3%
2014 -5.2% 3.1% 1.9% -7.8% -2.2%
2013 27.6% 6.6% -0.5% 8.9% 10.5%
2012 26.9% 16.0% -6.0% 10.3% 5.6%
2011 -15.5% 4.9% -0.1% -19.9% 0.7%
2010 20.0% 5.6% -12.7% 18.5% 9.9%
2009 58.0% -9.3% 36.9% 26.7% 0.5%
2008 -52.4% -2.0% -12.6% -24.3% -26.5%
2007 -1.9% 5.3% 2.6% -1.9% -7.4%
2006 31.0% 13.1% -1.7% 3.6% 13.8%
2005 15.4% 3.0% -2.4% 10.0% 4.3%
2004 28.3% 9.2% 0.2% 3.5% 13.3%
2003 48.4% -7.3% 22.6% 12.9% 15.7%
2002 0.1% 14.3% -2.4% -17.4% 8.5%
2001 -3.4% -1.4% 2.5% -18.1% 16.7%
2000 -7.4% -4.5% 3.3% -7.4% 1.4%
1999 13.7% -3.2% 12.3% -3.6% 8.5%
1998 -18.0% 10.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date15/05/1998
  • Share Class size930Mn
  • Base currencyUSD
  • ISIN US70472Q7088

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).