Pear Tree Axiom Emerging Markets World Equity Fund Institutional Shares (QEMAX)

Overview

The company specializes in investing primarily in equity securities, focusing on emerging markets issuers. It adheres to a strategy of allocating at least 80 percent of its net assets, in addition to borrowings for investment purposes, towards equity securities. These securities not only encompass American Depositary Receipts (ADRs) but also include warrants and rights associated with companies based in emerging markets. The investment philosophy of the firm is tailored towards exploiting the potential high-growth opportunities that emerging markets present, leveraging a diversified portfolio approach to mitigate risks while aiming for substantial returns.

Products and Services

• Equity Securities of Emerging Markets

  Investment in equity securities such as stocks, ADRs (which represent stocks in foreign companies), warrants (options to purchase securities at a specified price), and rights (similar to warrants but usually with a shorter duration) of issuers based in emerging markets. These investments aim to capture the growth potential of these markets while diversifying the investment portfolio.

• Use of Derivatives

  The utilization of derivatives which are financial instruments whose value is derived from the value or change in value of an underlying asset, index, or financial instrument. This can include futures, options, swaps, and forwards used for hedging purposes to manage risk or for speculative purposes to potentially increase returns. Derivatives are employed strategically to protect the fund's portfolio from unfavorable movements in currency values or to take advantage of future market positions without the need for direct investment in the underlying securities.