Posts featuring Nathan Moser, CFA® as author

October 29, 2018

Pax Balanced Fund Commentary Q3 2018

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
October 10, 2018

Pax Small Cap Fund Commentary Q3 2018

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
July 24, 2018

Pax Balanced Fund Commentary Q2 2018

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
July 24, 2018

Pax Small Cap Fund Commentary Q2 2018

Performance and Portfolio Update The Pax Small Cap Fund underperformed the Russell 2000 Index in the second quarter. Portfolio holdings within Financials, Energy and Consumer Discretionary […]
April 24, 2018

Pax Balanced Fund Commentary Q1 2018

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
April 19, 2018

Pax Small Cap Fund Commentary Q1 2018

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
January 31, 2018

Small Cap 2018 Outlook [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.
January 24, 2018

Pax Balanced Fund Commentary Q4 2017

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
January 24, 2018

Pax Small Cap Fund Commentary Q4 2017

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
December 5, 2017

Key Considerations for Small Cap in 2018

In this article, Pax Portfolio Manager Nathan Moser, CFA, outlines factors that have supported strong recent small cap returns and offers market expectations for 2018.