Posts featuring Barbara Browning, CFA® as author

July 19, 2019

Pax Ellevate Global Women’s Leadership Fund Commentary Q2 2019

Performance and Portfolio Update The Pax Ellevate Global Women’s Leadership Fund outperformed the MSCI World Index (World Index) in the second quarter. During the quarter, the […]
July 18, 2019

Pax Large Cap Fund Commentary Q2 2019

Performance and Portfolio Update The Fund outperformed the S&P 500 Index† during the second quarter. Consistent with our bottom-up investment approach and typical performance attribution, performance […]
April 17, 2019

Pax Ellevate Global Women’s Leadership Fund Commentary Q1 2019

Performance and Portfolio Update The Pax Ellevate Global Women’s Leadership Fund outperformed the MSCI World Index (World Index) in the first quarter. In first quarter, global […]
April 17, 2019

Pax Large Cap Fund Commentary Q1 2019

Performance and Portfolio Update The Fund underperformed the S&P 500 Index† slightly in the first quarter. Contrary to prior quarters, the Fund’s performance relative to the […]
January 22, 2019

Pax Ellevate Global Women’s Leadership Fund Commentary Q4 2018

Performance and Portfolio Update The Pax Ellevate Global Women’s Leadership Fund outperformed the MSCI World Index (World Index) in the fourth quarter. Global equities, as measured […]
January 16, 2019

Pax Large Cap Fund Commentary Q4 2018

Performance and Portfolio Update The Pax Large Cap Fund underperformed the S&P 500 Index† in the fourth quarter. The Fund’s cyclical holdings were particularly hard hit […]
October 24, 2018

Pax Ellevate Global Women’s Leadership Fund Commentary Q3 2018

Performance and Portfolio Update The Pax Ellevate Global Women’s Leadership Fund outperformed the MSCI World Index (World Index) in the third quarter. Stock selection in Financials […]
October 23, 2018

Pax Large Cap Fund Commentary Q3 2018

Performance and Portfolio Update The Pax Large Cap Fund outperformed the S&P 500 Index† during the third quarter, with stock selection driving the outperformance. The S&P […]
July 24, 2018

Pax Large Cap Fund Commentary Q2 2018

Performance and Portfolio Update The Pax Large Cap Fund slightly underperformed the S&P 500 Index† during the second quarter, with stock selection and sector allocation detracting […]
July 24, 2018

Pax Ellevate Global Women’s Leadership Fund Commentary Q2 2018

Performance and Portfolio Update In the second quarter, the Institutional share class of the Pax Ellevate Global Women’s Leadership Fund outperformed the MSCI World Index (World […]