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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

CIK:0002079571
Asset Manager
$3B AUM
200 holdings
Warszawa, Poland
Founded:2005
200 employees
Latest filing:Jun 30, 2025

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.

Top Buys
M
MSFTMICROSOFT CORP
+$4.3M
N
NVDANVIDIA CORPORATION
+$3.8M
N
NFLXNETFLIX INC
+$3.2M
M
METAMETA PLATFORMS INC
+$3.1M
M
MAMASTERCARD INCORPORATED
+$2.6M
Top Sells
M
MRVLMARVELL TECHNOLOGY INC
-$3.1M
A
AMZNAMAZON COM INC
-$2.2M
A
AMDADVANCED MICRO DEVICES INC
-$2.1M
A
ARMARM HOLDINGS PLC
-$1.1M
C
CMECME GROUP INC
-$1.0M

Top Holdings

M
MSFTMICROSOFT CORP
+6.2%$15.4M
N
NVDANVIDIA CORPORATION
+6.0%$15.0M
A
AAPLAPPLE INC
+3.7%$9.2M
N
NOWSERVICENOW INC
+3.4%$8.6M
M
MAMASTERCARD INCORPORATED
+3.4%$8.5M

Equity Positions (196)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP6.20%$15.4M31,051$253.76$497.41+$4.3M
N
NVDA
NVIDIA CORPORATION6.03%$15.0M95,225$8.93$157.99+$3.8M
A
AAPL
APPLE INC3.68%$9.2M44,666$211.37$205.17+$2.4M
N
NOW
SERVICENOW INC3.44%$8.6M8,330$546.06$1028.08+$2.0M
M
MA
MASTERCARD INCORPORATED3.42%$8.5M15,192$412.22$561.94+$2.6M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+21.3%
SEMICONDUCTORS & RELATED DEVICES
+13.1%
SERVICES-BUSINESS SERVICES, NEC
+8.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.4%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+3.9%