About Pear Tree
U.S. Boston Capital, distributor of the Pear Tree Funds, was established in 1969 as an independent, privately-owned company providing wealth management services to high net worth clients. For over 40 years, U.S. Boston has been offering strategic perspective, personalized service and sophisticated investment management to individual investors, families and small organizations. The ownership and management structure remains the same today.
Early on, U.S. Boston was confronted with an obstacle that wealth managers still face today: providing our clients access to highly-specialized institutional money managers. As a solution, U.S. Boston launched a registered mutual fund family in 1985, subadvised by boutique, high-quality institutional investment firms. The Pear Tree Funds not only provides access for U.S. Boston Capital’s private client portfolios, but for all investors.
The Pear Tree Funds currently offer six funds – three domestic funds (U.S. large cap quality, U.S. small cap, and U.S. micro-cap) and three international funds (international multi cap value, international small cap value, and emerging markets).
Pear Tree Quality Fund was launched in 1985 and changed strategies as of January 27, 2011.
Disclosure
- Foreign Exposure. Foreign markets, particularly emerging markets, can be more volatile than the U.S. market due to increased risks of adverse issuer, political, regulatory, market, or economic developments and can perform differently from the U.S. market. Emerging markets can be subject to greater social, economic, regulatory, and political uncertainties and can be extremely volatile.
- Small Cap Investing. The value of securities of smaller, less well-known issuers can perform differently from the market as a whole and other types of stocks and can be more volatile than that of larger issuers.
- Foreign and Emerging Market Risk. Foreign markets, particularly emerging markets, can be more volatile than the U.S. market due to increased risks of adverse issuer, political, regulatory, market, or economic developments and can perform differently from the U.S. market. Emerging markets can be subject to greater social, economic, regulatory, and political uncertainties and can be extremely volatile.
- Real Estate Industry. Changes in real estate values or economic downturns can have a significant negative effect on issuers in the real estate industry Issuer-Specific Changes. The value of an individual security or particular type of security can be more volatile than, and can perform differently from, the market as a whole.
- Micro-cap companies. Micro-cap companies are more likely than larger companies to have limited product lines, markets or financial resources, or to depend on a small inexperienced management group. Micro-cap companies’ earnings and revenue tend to be less predictable than larger companies. Stocks of these companies may trade less frequently, in limited volume and on smaller markets, and their prices may fluctuate more than stocks of other companies. Stocks of these companies may therefore be more vulnerable to adverse developments than those of larger companies. Such stocks may be harder to sell at the times and prices the Fund’s investment adviser thinks appropriate, and at times, there may not be any market for such stocks.