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Pear Tree Polaris Foreign Val SC Fd;Inst

Ranked 48 out of 86 in - Global ex US Small & Medium Companies 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 growth of capital and income. Under normal market conditions, the Fund invests at least 80% of its net assets in common stocks of foreign markets issuers. The Fund generally will be invested in issuers in ten or more foreign countries.

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

Performance

Global ex US Small & Medium Companies over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 33.4% 10.8% 7.0% 8.4% 3.9%
2016 2.8% -2.0% -2.2% 8.6% -1.3%
2015 -1.3% 4.9% 4.2% -13.0% 3.9%
2014 6.9% 8.9% 3.2% -5.2% 0.3%
2013 25.2% 7.2% -1.8% 7.5% 10.6%
2012 27.5% 15.3% -6.0% 9.0% 8.0%
2011 -19.9% 0.5% 0.9% -19.1% -2.3%
2010 21.0% 7.1% -8.7% 16.2% 6.5%
2009 83.4% -8.4% 53.9% 25.3% 3.8%
2008 -21.8% -28.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/05/2008
  • Share Class size581Mn
  • Base currencyUSD
  • ISIN US70472Q5009

Purchase Info

  • Min. initial investment1Mn
  • 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).