- Sector
- Financial Services
- Industry
- Asset Management
- Address
- LINCOLN NE 01773
- IPO Date
- Apr 2, 1996
- Business
- Pear Tree Axiom Emerging Markets World Equity Fund (QEMAX) is a mutual fund that seeks long-term growth of capital primarily by investing at least 80% of its net assets in equity securities, including American Depositary Receipts, warrants, and rights, of issuers located in emerging market countries, as well as select developed market companies with significant emerging markets exposure; it may also employ derivatives for hedging or to establish future positions. The fund offers multiple share classes, including Institutional Class (QEMAX), Ordinary Class (QFFOX), and Retirement Class (QFFRX), targeting long-term investors such as institutions and individuals seeking diversified exposure to global emerging markets across all capitalization sizes. Managed through a fundamental investment philosophy focused on companies with sustained dynamic earnings growth, the fund operates within the diversified emerging markets equity category.
Pear Tree Funds, the fund family sponsor advised by Pear Tree Advisors, Inc. and sub-advised by Axiom Investors LLC since 2021, is headquartered at 55 Old Bedford Road, Lincoln, Massachusetts 01773. The firm provides a range of equity mutual funds concentrating on small-cap value, quality growth, and emerging markets strategies, with global operations encompassing emerging market countries in Asia, Latin America, Europe, the Middle East, and Africa. Axiom Investors, as subadvisor, applies an empirical, forward-looking process led by portfolio managers including Andrew Jacobson, CFA, and co-managers Christopher Lively, CFA, Donald Elefson, CFA, Bradley Amoils, and José Gerardo Morales, CFA, with strategy assets under management and advisement totaling approximately $2.6 billion as of late 2025.
In a key development, Axiom Investors was selected in 2021 as the single manager subadvisor to the fund, aligning it directly with Axiom's proprietary Emerging Markets World Equity Strategy composite initiated in 2014 and enhancing investor access through this '40-Act vehicle. The fund continues active portfolio management benchmarked against the MSCI Emerging Markets Index, with recent factsheets through Q1 2025 confirming ongoing emphasis on broad emerging markets diversification amid volatile global conditions. No major acquisitions, funding rounds, or structural reorganizations have been reported in the last 1-2 years, maintaining focus on core long-term compounding objectives.