Polaris was founded on the principal of global investing, looking at both U.S. and non-U.S. stocks to round out portfolios. For the past 30 years, we have been committed to this globally-diversified, multi-cap strategy. From our global all-cap research, we have built and managed global and international multi-cap funds, as well as an international small-cap fund. Managing a U.S. small cap fund was a natural progression of the strategy and the research process already installed at our firm.
We have always invested in U.S. small caps, and have more than a dozen in our global portfolio. In recent years, our research has pinpointed many more small cap opportunities, but we had limited exposure due to the risk profile in our global portfolios. The U.S. small cap mandate, Pear Tree Polaris Small Cap Fund, proves the perfect venue to implement our findings.
The Pear Tree Polaris Small Cap Fund seeks to invest in undervalued U.S. small-cap companies with growing and sustainable prospects. The U.S. small cap mandate has some added flexibility to invest in companies from $50 million up to $5 billion in market cap. The Fund generally invests in stocks found within the Russell 2000 Index. The Fund utilizes a proprietary quantitative model for data collection and verification, sector/industry study, and company catalyst identification. The Fund’s rigorous stock selection process also includes bottom-up fundamental analysis as well as a top down perspective to ensure diversified industry exposure. Risk controls are also employed to help prevent the Fund from concentrating investments in any particular industry or sector. As a result, the 50+/- stock portfolio is well diversified with investments in at least 15 different industry groups.
Visit the Pear Tree Funds website to obtain the latest reporting and fact sheets on the Pear Tree Polaris Small Cap Fund.
Polaris Capital Management LLC is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Polaris' website provides general information regarding our business along with access to additional investment related information. Material presented is meant for informational purposes only. To the extent that you utilize any financial calculators or links in our website, you acknowledge and understand that the information provided to you should not be construed as personal investment advice from Polaris or any of its investment professionals. For additional information regarding our services, or to receive a hard copy of our firm's disclosure documents (Form ADV Part I and Form ADV Part II), contact client service. You may also obtain these disclosure documents online from the SEC Investment Adviser Public Disclosure (Firm CRD# 106278). (c) 2013-2024 Polaris Capital Management, LLC. All rights reserved.
IMPORTANT INFO: RETIREMENT CALCULATOR
The retirement calculator is a model or tool intended for informational and educational purposes only, and does not constitute professional, financial or investment advice. This model may be helpful in formulating your future plans, but does not constitute a complete financial plan. We strongly recommend that you seek the advice of a financial services professional who has a fiduciary relationship with you before making any type of investment or significant financial decision. We, at Polaris Capital, do not serve in this role for you. We also encourage you to review your investment strategy periodically as your financial circumstances change.
This model is provided as a rough approximation of future financial performance that you may encounter in reaching your retirement goals. The results presented by this model are hypothetical and may not reflect the actual growth of your own investments. Polaris strives to keep its information and tools accurate and up-to-date.
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