Nathan Moser

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 23, 2018

Pax Mid Cap Fund Commentary Q3 2018

Performance and Portfolio Update The Pax Mid Cap Fund underperformed the Russell Midcap Index in the third quarter. Portfolio holdings within Consumer Staples, Industrials, and Information […]
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 Mid Cap Fund Commentary Q2 2018

Performance and Portfolio Update The Pax Mid Cap Fund underperformed the Russell Midcap Index in the second quarter. Portfolio holdings within Energy, Real Estate and Financials […]
April 19, 2018

Pax Small Cap Fund Commentary Q1 2018

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

Pax Mid Cap Fund Commentary Q1 2018

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

Examining a Risk-Focused Approach in Small Cap

The Pax Small Cap Fund crossed the 10-year mark in March of 2018. In recognition of this milestone, Pax interviewed Portfolio Manager Nathan Moser, CFA®, as he reflects on managing the Fund since its inception in 2008.