A Poland-based asset manager focused on mutual funds and investment products, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna operates as a fund management company (TFI) offering retail and institutional funds across fixed income, equities and balanced strategies. The firm provides portfolio management, distribution via banks and advisors, and regulatory-compliant fund administration, positioning itself for domestic market share growth amid evolving Polish savings and pension flows.
A Poland-based asset manager focused on mutual funds and investment products, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna operates as a fund management company (TFI) offering retail and institutional funds across fixed income, equities and balanced strategies. The firm provides portfolio management, distribution via banks and advisors, and regulatory-compliant fund administration, positioning itself for domestic market share growth amid evolving Polish savings and pension flows.
Targets diversified domestic savings by offering regulated mutual funds across fixed income, equity and balanced sleeves, prioritizing capital preservation for retail investors while capturing local equity upside. Allocation emphasizes credit-quality fixed income core, active equity selections with a bias toward Polish mid-cap growth/value opportunities, and tactical asset allocation driven by macro and pension flow signals. Underwriting combines bottom-up security selection with risk-budgeted portfolio construction and compliant liquidity buffers. Distribution-led capital deployment favors scalable retail products via banks and advisors, seeking steady AUM growth, fee income stability and conservative drawdown control over multi-year horizons.
Targets diversified domestic savings by offering regulated mutual funds across fixed income, equity and balanced sleeves, prioritizing capital preservation for retail investors while capturing local equity upside. Allocation emphasizes credit-quality fixed income core, active equity selections with a bias toward Polish mid-cap growth/value opportunities, and tactical asset allocation driven by macro and pension flow signals. Underwriting combines bottom-up security selection with risk-budgeted portfolio construction and compliant liquidity buffers. Distribution-led capital deployment favors scalable retail products via banks and advisors, seeking steady AUM growth, fee income stability and conservative drawdown control over multi-year horizons.
| Trades 2392 | Longs Won 1518/2392 63% | Profit Factor 3.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $899,735.75 |
| Average Win $253,510.59 | Best Trade (Dec 31) $18.42M | Sharpe Ratio -57.45 |
| Average Loss -$126,816.2 | Worst Trade (Dec 30) -$7.01M | Z-Score 2.61 (99.1%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w | Expectancy $114,066 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 2,358 | 2,123 | 1,887 | 1,651 | 1,415 | 1,179 | 943 | 708 | 472 | 236 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
AAOI Applied Optoelectronics, Inc. | 10,298 | $1.53M | $971,307.36 | - | -$554,444.64 | -36.34% | +4.672% |
AAON Aaon Inc. | 10,500 | $1.26M | $935,129.98 | - | -$321,195.02 | -25.57% | +1.678% |
AAPL Apple Inc. | 24,874 | $5.37M | $7.68M | - | $2.31M | 42.99% | -7.354% |
ABBV AbbVie Inc. | 1,734 | $285,770.03 | $435,129.96 | - | $149,359.93 | 52.27% | -2.513% |
ADBE Adobe Inc. | 98 | $20,092 | $24,540.18 | - | $4,448.18 | 22.14% | +1.013% |
ADI Analog Devices, Inc. | 1,173 | $463,350.57 | $430,971.93 | - | -$32,378.64 | -6.99% | +0.202% |
ADPT Adaptive Biotechnologies Corporation | 5,850 | $364,440 | $132,034.5 | - | -$232,405.5 | -63.77% | -6.658% |
ADUS Addus HomeCare Corporation | 3,600 | $430,717 | $415,728 | - | -$14,989 | -3.48% | -1.028% |
AEM Agnico Eagle Mines Limited | 1,579 | $184,138.27 | $229,381.33 | - | $45,243.06 | 24.57% | -3.635% |
AEP American Electric Power Company, Inc. | 2,940 | $399,749.59 | $375,879 | - | -$23,870.59 | -5.97% | +0.055% |
AGI Alamos Gold Inc. | 8,500 | $226,114.21 | $236,555 | - | $10,440.79 | 4.62% | -2.007% |
AIT Applied Industrial Technologies Inc. | 2,470 | $835,231 | $852,668.68 | - | $17,437.68 | 2.09% | +1.577% |
ALL Allstate Corporation | 134 | $27,783.24 | $35,386.72 | - | $7,603.48 | 27.37% | -0.49% |
ALSN Allison Transmission Holdings Inc. | 76 | $8,568 | $8,705.04 | - | $137.04 | 1.6% | -0.78% |
AMAT Applied Materials, Inc. | 1,200 | $855,020 | $609,204.01 | - | -$245,815.99 | -28.75% | +1.176% |
AMD Advanced Micro Devices, Inc. | 16,639 | $3.15M | $7.92M | - | $4.77M | 151.54% | -1.904% |
AMG Affiliated Managers Group Inc. | 2,090 | $595,673 | $766,465.72 | - | $170,792.72 | 28.67% | +0.348% |
AMGN Amgen Inc. | 804 | $281,534.25 | $309,668.64 | - | $28,134.39 | 9.99% | -0.64% |
AMZN Amazon.com Inc | 48,233 | $9.3M | $13.1M | - | $3.8M | 40.9% | +15.321% |
ANET Arista Networks, Inc. | 3,474 | $445,941.41 | $626,535.93 | - | $180,594.52 | 40.5% | +5.456% |