Fund Updates

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 22, 2019

Pax Global Environmental Markets Fund Q1 2019 Update [Advisor Call]

In this advisor-only call, Portfolio Specialist Nicola Fritz discusses performance of the Pax Global Environmental Markets Fund in Q1 2019, current positioning and outlook and examples […]
February 22, 2019

PXWIX: Q4 2018 Fund Performance and Strategy Update [Advisor Webcast]

Gender lens investing is gaining momentum – and for good reason. Research shows that integrating a gender lens into investment decisions can yield positive financial returns and help close the gender gap.
February 5, 2019

Pax Balanced Fund Q4 2018 Update [Advisor Call]

In this advisor-only call, CIO Steve Falci, CFA® provides an update on the strategy and positioning of the Pax Balanced Fund and Portfolio Manager Tony Trzcinka, […]
January 31, 2019

Pax Global Environmental Markets Fund Q4 2018 Update [Advisor Call]

In this advisor-only call, Portfolio Specialist Nicola Fritz discusses performance of the Pax Global Environmental Markets Fund in Q4 and throughout 2018, current portfolio positioning and […]
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.
November 19, 2018

Video: Get to Know the Pax Global Opportunities Fund

Portfolio Managers Kirsteen Morrison and David Winborne on investing in the transition to a more sustainable economy.
November 16, 2018

Pax Balanced Fund: Q3 2018 Allocation and Performance Update [Advisor Webcast]

Gender lens investing is gaining momentum – and for good reason. Research shows that integrating a gender lens into investment decisions can yield positive financial returns and help close the gender gap.
November 14, 2018

PXWIX: Q3 2018 Fund Performance and Strategy Update [Advisor Webcast]

Gender lens investing is gaining momentum – and for good reason. Research shows that integrating a gender lens into investment decisions can yield positive financial returns and help close the gender gap.
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.