Posts featuring Nathan Moser, CFA® as author

May 2, 2019

Pax Small Cap Fund Q1 2019 Update [Advisor Call]

In this advisor-only webcast, Nathan Moser, CFA®, Portfolio Manager of the Pax Small Cap Fund, provides a review of 2017 and how that’s shaped his outlook for small cap in 2018.
April 23, 2019

Pax Mid Cap Fund Commentary Q1 2019

Performance and Portfolio Update The Pax Mid Cap Fund lagged the Russell Midcap Index in the first quarter due to the Fund’s defensive positioning being out […]
April 23, 2019

Pax Balanced Fund Commentary Q1 2019

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
April 11, 2019

Pax Small Cap Fund Commentary Q1 2019

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
January 22, 2019

Pax Balanced Fund Commentary Q4 2018

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
January 22, 2019

Pax Small Cap Fund Q4 2018 Update [Advisor Call]

In this advisor-only webcast, Nathan Moser, CFA®, Portfolio Manager of the Pax Small Cap Fund, provides a review of 2017 and how that’s shaped his outlook for small cap in 2018.
January 18, 2019

Pax Mid Cap Fund Commentary Q4 2018

Performance and Portfolio Update The Pax Mid Cap Fund outperformed the Russell Midcap Index in the fourth quarter. Portfolio holdings within Materials, Industrials and Financials were […]
January 9, 2019

Pax Small Cap Fund Commentary Q4 2018

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
November 14, 2018

Small Cap Q3 2018 Update [Advisor Webcast]

In this advisor-only webcast, Nathan Moser, CFA®, Portfolio Manager of the Pax Small Cap Fund, provides a review of 2017 and how that’s shaped his outlook for small cap in 2018.
October 29, 2018

Pax Balanced Fund Commentary Q3 2018

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.