Analyzing Pear Tree Advisors' Top Holdings: Q1 2016 vs Q2 2016 13F Comparison

Pear Tree Advisors Inc. is a well-known investment firm that manages and oversees a variety of mutual funds, hedge funds, and other types of investment vehicles. One of its flagship funds is the Q1 2016 vs Q2 2016 13F Holdings Comparison, which contains a comprehensive list of the top holdings of the firm between the two quarters covered.

In this blog post, we will be discussing the changes that took place in the fund’s holdings during this period, and what they might mean for investors.

One of the most significant changes in the fund’s holdings was a 36.8% increase in the number of BHP Billiton shares held by the fund. This increase was accompanied by a proportional increase in the value of those holdings, which jumped from $25,824,000 to $35,319,000. This increase could be interpreted as a signal of confidence in the long-term prospects of the global mining conglomerate, despite some recent challenges facing the industry.

Another change that caught our eye was the 30.2% decrease in the number of shares held in Infosys Technologies. This decrease was accompanied by a decrease in the value of those holdings from $46,755,000 to $32,654,000. This decrease could be interpreted as a signal of reduced confidence in the Indian information technology services company, which has been grappling with a range of challenges in recent years, including increased competition, softening demand for IT services, and a rapidly changing regulatory landscape.

Yet another change worth mentioning is the 18.5% decrease in the number of EPR Properties shares held by the fund. This decrease was accompanied by a proportional decrease in the value of those holdings, which fell from $5,290,000 to $4,309,000. This decrease could be interpreted as a signal of reduced confidence in the long-term prospects of the real estate investment trust, which specializes in the ownership and management of movie theaters, educational facilities, and other entertainment venues.

Meanwhile, the fund also made some interesting new investments during the period covered, including a $2,103,000 investment in Vanguard FTSE EM, a fund that seeks to track the performance of emerging market equities, as well as a $1,707,000 investment in Air Lease Corp, a leading provider of airplane leasing services. These investments could be interpreted as a signal of increased confidence in the long-term prospects of the emerging markets, as well as in the continued demand for leased aircraft.

Overall, the changes in the fund’s holdings during the period covered appear to reflect the investment team’s ongoing efforts to balance risk and reward in the portfolio. While some holdings were reduced, others were increased, and some new investments were made, all with an eye towards maximizing returns while minimizing risk. Investors who are looking for a well-managed, diversified portfolio may want to consider the Pear Tree Advisors Inc Q1 2016 vs. Q2 2016 13F Holdings Comparison as a potential investment option.