Pear Tree Polaris Foreign Value Fund (QFVOX) is a mutual fund that seeks long-term capital appreciation by investing primarily in foreign equity securities of companies undervalued relative to their intrinsic worth. The fund employs a value-oriented investment strategy, focusing on high-quality businesses with strong balance sheets, sustainable competitive advantages, and attractive valuations; it targets issuers domiciled or conducting significant operations outside the United States, spanning developed and emerging markets across Europe, Asia, Latin America, and other regions. Core holdings typically include common stocks, preferred stocks, and depositary receipts in sectors such as financials, consumer goods, industrials, and information technology; the portfolio maintains diversification with position limits and sector caps to manage risk.
Managed by Polaris Capital Management and distributed through Pear Tree Funds, the fund operates globally with a focus on institutional and retail investors seeking international exposure. Established as part of the Pear Tree Funds family, which traces its roots to the 1980s, the fund is headquartered in Overland Park, Kansas, under the administration of U.S. Bancorp Fund Services. It offers share classes including Investor Class (QFVOX) and R6 Class for qualified investors, with a minimum initial investment varying by class.
In recent developments, Polaris Capital Management integrated into the Pear Tree Partners platform in 2022, enhancing distribution and operational efficiencies without altering the fund's strategy. The fund maintained its focus amid market volatility, with no major portfolio restructurings or name changes reported in the last two years; performance updates as of late 2025 reflect resilient returns driven by selective holdings in undervalued European and Asian equities.