Michal Holda

Erste TFI performs in-house research to invest through their funds in equities and fixed income including treasury and corporate bonds and in Polish and international equities. For equities and bonds, the firm’s analyst team conducts fundamental analysis of companies based on their macro and microeconomic environment, competitive advantage and financial situation. They build portfolios with the approval of investment recommendations and strategic decisions concerning portfolios from the investment committee. Their fund managers decide on the shares of investments in portfolios.

Rockbridge is an active, long-term, growth and value-oriented manager which invests in Polish debt and equity across market caps. The firm follows an investment process which specifies benchmarks and investment limits. They utilize a bottom-up approach and are focused more on proper asset selection than allocation. Rockbridge offers a wide range of investment funds at different risk levels: money market, fixed income, selective strategies, equities as well as food and commodities.

Millennium is an active, long-term, growth-oriented manager which invests in global debt and equity across sectors and market-caps with the bulk of their investments in Poland. The firm performs in-house fundamental research, supplemented with external research and company visits to construct diversified portfolios following a bottom-up approach. Their investment committee makes strategic decisions.

Operates as a surface engineering company that develops coating and thermal spraying technologies