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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Investors Towarzystwo Funduszy Inwestycyjnych Spółka Akcyjna (Investors TFI S.A.) is a leading independent investment fund management company headquartered in Warsaw, Poland. Founded in 2005, the firm specializes in the creation and management of both open-end and closed-end investment funds, with a focus on unconventional and mixed investment strategies. The company offers over 30 funds, including open subfunds, defined date PPK funds, and public closed-end funds. As of 2025, Investors TFI manages over 11.49 billion PLN (approximately $2.7B USD) in assets for more than 186,000 clients ranging from individuals to institutions. It employs an experienced team recognized repeatedly in rankings for performance and client satisfaction.
Investment Strategy
Investors TFI emphasizes a diverse, actively managed approach, specializing in innovative and mixed investment strategies across equity and fixed income instruments. The firm is recognized for long-term effectiveness, risk-adjusted returns, and tailored solutions such as Employee Capital Plans (PPK), Employee Pension Programs (PPE), and individual retirement accounts (IKE, IKZE). It manages portfolios with a mixture of debt and equity, adapting the risk profile to clients’ time horizons (especially for PPK and PPE clients). Their wide offering spans over 30 funds, including sector, geographic, and risk-profile focused funds, aiming for consistent outperformance and capital preservation over time.
Latest 13F Filing Activity
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna filed their most recent 13F report on Jun 30, 2025 disclosing 196 equity positions with a total 13F market value of $249M. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Netflix Inc. among other positions. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna reduced exposure to Marvell Technology Inc., Amazon Com Inc., Advanced Micro Devices Inc. among others.
Top Holdings
Equity Positions (196)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.20% | $15.4M | 31,051 | $253.76 | $497.41 | +$4.3M |
N NVDA | NVIDIA CORPORATION | 6.03% | $15.0M | 95,225 | $8.93 | $157.99 | +$3.8M |
A AAPL | APPLE INC | 3.68% | $9.2M | 44,666 | $211.37 | $205.17 | +$2.4M |
N NOW | SERVICENOW INC | 3.44% | $8.6M | 8,330 | $546.06 | $1028.08 | +$2.0M |
M MA | MASTERCARD INCORPORATED | 3.42% | $8.5M | 15,192 | $412.22 | $561.94 | +$2.6M |
Industry Allocation
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