Pear Tree Essex Environmental Opportunities Fund Institutional Shares (GEOSX)

Overview

The company operates an investment fund that strategically focuses on equity securities of clean-technology companies. Under normal market conditions, this fund dedicates at least 80 percent of its net assets, in addition to borrowings intended for investment purposes, towards the equity of companies engaged in the development and implementation of technologies aiming at environmental solutions. It prioritizes companies which offer innovative solutions to environmental challenges, with a significant emphasis on tackling climate change. While the fund positions itself to invest across all market capitalizations, there is an expectation for a leaning towards small- and mid-cap companies, driven by the fund’s sub-adviser's belief in their potential for growth and impact in the clean-tech sector.

Products and Services

• Equity Securities Investment - The core of the fund's investment strategy involves channeling capital into the equity securities of clean-tech companies. This includes purchasing stocks in companies that are at the forefront of developing and offering technology solutions targeted at addressing environmental issues, specifically those contributing to climate change mitigation and adaptation.
• Focus on Clean-Tech Solutions - The fund is distinctly focused on investing in clean-tech companies. These are businesses that the fund's sub-adviser identifies as leaders in providing technology that solves environmental problems. This strategy not only underscores the fund's commitment to fostering environmental sustainability but also positions it to potentially benefit from the growth in the clean-tech sector driven by increasing global attention to climate change.
• Investment Across Market Capitalizations - Although the fund is structured to invest in companies of all sizes, there is a particular expectation to primarily target small- and mid-cap companies. This decision is guided by the fund’s sub-adviser's analysis and understanding of the clean-tech market, acknowledging that smaller companies often present greater growth opportunities due to their innovative solutions and agility in the clean-tech space.