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Pear Tree Polaris Small Cap Fund Ordinary Class (USBNX)
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Pear Tree Polaris Small Cap Ord
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+0.04%
- Overview
- Profile
- Historical Data
- Holdings
USBNX Overview
On this page you'll find an in-depth profile of Pear Tree Polaris Small Cap Fund Ordinary Class. Learn about the key management, total assets, investment strategy and contact information of USBNX among other information.
Investment Strategy
The investment seeks maximum long-term capital appreciation. Under normal market conditions, the fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities, warrants, and rights derivative of or convertible into common stocks, in each case issued by small cap issuers. The fund, as part of its principal investment strategy, may invest up to 15 percent of its net assets (determined at the time of investment) in securities of foreign issuers, which includes securities traded on non-U.S. exchanges, American Depositary Receipts (“ADRs”) and foreign securities traded on U.S. exchanges. It is non-diversified.
Contact Information
Address
55 OLD BEDFORD ROAD SUITE 202
LINCOLN,NE 01773
United States
LINCOLN,NE 01773
United States
Phone
800-326-2151
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jason Crawshaw | Portfolio Manager | 2016 | Now |
| Biography | Jason Crawshaw joined the team as an Analyst in January 2014, became an LLC member in 2015, and was named an Assistant Portfolio Manager in early 2016. He was promoted to Portfolio Manager in January 2021. Mr. Crawshaw is a generalist and conducts fundamental analysis of potential investment opportunities. He brings 19 years of investment industry experience to the firm. Mr. Crawshaw was previously a portfolio manager with Liberty Square Asset Management, where he co-managed international long and long/short equity funds and helped direct Liberty’s research effort. Prior to joining Liberty, he was a portfolio manager with Brait Specialized Funds U.S., where he managed a U.S. long/short small cap equity hedge fund. He served in a similar role at Equinox, a spin-off from Coronation Securities. Early in his career, Mr. Crawshaw was an equity analyst responsible for small- and mid-cap research for a proprietary fund at First Rand and Coronation Securities of South Africa. Mr. Crawshaw obtained his master’s in business administration from University of Notre Dame and graduated magna cum laude in 1994. He received his undergraduate degree from Middlebury College in 1992. | ||
| Sumanta Biswas | Vice President | 2015 | Now |
| Biography | Sumanta Biswas joined Polaris Capital Management, LLC as an Analyst in January 2002 after completing an internship with the firm. He was promoted to Assistant Portfolio Manager in 2004, was named Vice President in 2005 and became an LLC member at Polaris in 2007. In January 2021, Mr. Biswas was promoted to Portfolio Manager. He remains a “generalist”, conducting fundamental analysis of potential investment opportunities and driving portfolio management decisions. Mr. Biswas’ professional experience includes an equity research internship at Delta Partners of Boston in 2001. From 1996 through July of 2000, he was an officer of the Securities and Exchange Board of India. In 1995, Mr. Biswas participated in the initial public offering of Electro Steel Casting, Ltd. of India while interning at IFB Finance Ltd. of India. Mr. Biswas received a master’s of science degree in finance from Boston College in 2001, and an MBA from Calcutta University in India in 1996. He earned his undergraduate degree in engineering from North Bengal University in 1993, and holds a diploma in business finance from the Institute of Chartered Financial Analysts of India. He also holds the Chartered Financial Analyst (CFA) designation. | ||
| Bin Xiao | Portfolio Manager | 2015 | Now |
| Biography | Bin Xiao joined Polaris Capital Management, LLC as an Analyst in August 2006, and was promoted to Assistant Portfolio Manager in 2012. He became an LLC member in 2013. In January 2021, Mr. Xiao was promoted to Portfolio Manager. He is a generalist and performs fundamental analysis of potential investment opportunities. Mr. Xiao works closely with his fellow portfolio managers in all aspects of portfolio investment and strategy. Mr. Xiao’s professional experience includes completion of an internship at HSBC Global Investment Banking in 2005, where he served as an investment banking summer associate. He also completed his internship at Polaris Capital Management in 2004/2005, where he worked as an analyst. Mr. Xiao received his master’s in business administration from MIT’s Sloan School of Management in 2006 and his master’s of science degree in computer science from Rochester Institute of Technology in 2000. He earned his undergraduate degree from Beijing Institute of Technology in China in 1998. He also holds the Chartered Financial Analyst (CFA) designation. | ||
| Bernard R. Horn | Founder | 2015 | Now |
| Biography | Bernard Horn Jr. is President and Chief Investment Officer since 1998; Founder and Portfolio Manager since 1995; Investment professional since 1980.of Polaris Capital Management, LLC, a Boston-based global and international value equity management firm that serves as the sub-advisor for RBC International Equity. Prior to founding Polaris Capital in 1995, Bernard served as an investment officer for MDT Advisers, Inc. He also worked as a portfolio manager for Freedom Capital Management Corporation. From 1980 to 1990, Bernard was the principal and founder of Horn & Company, an investment counseling firm that specialized in global portfolio management for individuals, trusts and tax-qualified accounts. Bernard began his career in the investment industry in 1980. He received a BS from Northeastern University and a MS in Management from the Massachusetts Institute of Technology. In January 2007, Bernard was named Fund Manager of the year by MarketWatch. He was profiled in the January 2004 issue of SmartMoney Magazine and has been highlighted in Business Week, The New York Times, The Wall Street Journal and other national publications. Bernard has appeared on CNBC, CNNfn and Bloomberg TV to discuss global market trends. | ||
| Rhys Williams | Portfolio Manager | 1997 | 2015 |
| Biography | Rhys Williams joined Spouting Rock Asset Management (SRAM) in 2019 and is the chief investment officer for firm’s Long/Short Equity strategy, Small Cap Core and Qulaity Growth strategies. Prior to SRAM, Rhys held a variety of roles at Columbia Partners including principal and acting chief investment officer. He also served as a member of the management committee, equity management team, team leader for the small cap portfolios, and managed the firm’s single-strategy hedge fund endeavor. Before Columbia Partners, Rhys was a senior vice president at Prudential Securities where he successfully managed small and mid-capitalization stock portfolios. He was also a journalist in the Moscow office of The London Sunday Times before joining Prudential. Rhys earned a BA from Duke University (magna cum laude) and an MA in International Economics from Johns Hopkins University. He also holds a CFA® designation. | ||
| Robert A. von Pentz | CIO (Chief Investment Officer) | 1996 | 2015 |
| Biography | Robert A. Von Pentz is chief investment officer and head of Equity Investments with Columbia Partners, L.L.C. since 1996. He has been the investment professional since 1984. von Pentz holds the Chartered Financial Analyst designation. | ||
| Matt Williams | Vice President | 2006 | 2011 |
| Biography | Matt Williams background includes more than 21 years of stock-picking experience. Prior to joining Friess Associates, he conducted investment research for Columbia Partners, Rittenhouse Asset Management and Gardner Lewis Asset Management. Matt holds the CFA and CPA designations. He earned both a bachelor's degree in marketing and accounting and a master's degree in finance and real estate from the University of Wisconsin-Madison | ||
| Mark D. Tindall | Portfolio Manager | 2003 | 2011 |
| Biography | Mark is a Portfolio Manager responsible for the management of the large cap growth strategy at Chartwell Investment Partners. Prior to joining Chartwell, Mark was a member of the equity team at Columbia Partners and served as a co-team leader on their large cap equity portfolios. Prior to joining Columbia Partners, Mark spent four years analyzing equity securities at Invesco. He also previously held research positions in the economics departments at Morgan Stanley and the Federal Reserve Bank of New York. | ||
| Grainne Coen | Research Analyst, Portfolio Manager | 2001 | 2011 |
| Biography | Gráinne is a Research Analyst/Portfolio Manager of Columbia Partners. She participates in management of the small cap portfolios and the firm’s hedge fund endeavor. Prior to joining Columbia Partners, Gráinne spent four years at Kensington Management Group, L.L.C. There she concentrated on portfolio management, specializing predominantly in US based small capitalization securities. Gráinne was also associated with Ganek & Orwitz Partners, L.P. | ||
| Daniel M. Goldstein | Portfolio Manager | 1996 | 2011 |
| Biography | Dan Goldstein joined the Firm in 1995 as a member of the equity management team and serves as an equity portfolio manager and analyst, and lead portfolio manager for the large cap value product. In addition, Dan manages the firm’s quantitative research effort for Columbia Partners. He holds the CFA designation and a Masters in Business Administration from Columbia Business School with a concentration in Security Analysis. Dan also attended James Madison University where he received a Bachelor of Arts in Finance with a concentration in Financial Engineering and graduated Cum Laude as an Honors Scholar with distinction in Finance. | ||
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