Quercus TFI S.A. is the first mutual fund company in Poland with offers mainly targeted at high net-worth Investors. The Company was established in August 2007 by a group of experienced investment specialists led by prof. Sebastian Buczek. In February 2008 Quercus TFI S.A. was granted permission by the Polish Financial Supervision Authority (KNF) to run a mutual fund business. By the end of March 2008 the first 4 unique subfunds of QUERCUS Parasolowy SFIO umbrella fund were offered to Investors.
The most important events in the history of Quercus TFI S.A. have been so far:
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first distribution agreements with reputable banks, insurers, brokerage houses and financial intermediaries signed |
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equity capital of Quercus TFI S.A. raised up to PLN 14 m through private placement of 10 m shares (C series) at PLN 0.80 |
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Quercus TFI S.A. becomes the first public company in the mutual funds sector, shares listed on NewConnect market, debut share price equals to PLN 0.68 |
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Quercus TFI S.A. introduces asset management and investment advisory services |
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QUERCUS Absolute Return FIZ (closed-end fund) and 3 more QUERCUS Parasolowy SFIO subfunds launched |
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QUERCUS Absolutnego Zwrotu FIZ (closed-end fund) launched |
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shares listed on the main market of Warsaw Stock Exchange, debut share price equals to PLN 3.30 |
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QUERCUS Gold subfund launched |
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QUERCUS Stable subfund launched |
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the first large financial investor crosses 5% threshold in shareholder structure - NN Pension Fund has got 6.72% of shares |
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QUERCUS Multistrategy FIZ (closed-end fund) launched |
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QUERCUS Global Growth subfund launched |
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changes in subfund/fund strategies, QUERCUS Short Duration, QUERCUS Treasury Bonds, QUERCUS Global Balanced subfunds and QUERCUS Global Balanced Plus FIZ (closed-end fund) launched |
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QUERCUS Silver subfund launched |
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Quercus TFI S.A., through Quercus Agent Transferowy sp. z o.o., becomes the owner of Dom Inwestycyjny Xelion sp. z o.o., the largest independent distributor of investment funds in Poland |
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The QUERCUS Aggressive, QUERCUS Global Growth, QUERCUS Short Duration and QUERCUS Capital Protection subfunds met the criteria referred to in Art. 8 SFDR (Regulation of the European Parliament and of the Council of 27 November 2019 on the disclosure of information related to sustainable development in the financial services sector) and promote environmental and social aspects. ESG information [PL] |
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QUERCUS Tech lev subfund launched |
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assets under management reach PLN 5.06 b, the share price of Quercus TFI S.A. is PLN 6.70 and market cap of the Company is PLN 369 m |
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The QUERCUS Aggressive, QUERCUS Short Duration and QUERCUS Capital Protection subfunds were recognized as the best in their categories and once again received the most important industry awards - Alphas 2023. |
Our top priority in ensuring our services are of the highest quality. Our business is run by professionals with years of experience of the Polish capital market. We only cooperate with the most reputable institutions. Our audit company is Mazars Audyt Sp. z o.o., our depositaries banks are Deutsche Bank Polska S.A. and Bank Pekao S.A., our IT system provider – Comarch S.A. and a transfer agent – ProService Finteco Sp. z o.o.. QUERCUS funds have been offered in cooperation with leading financial institutions which focus on private banking services.
Trust – it is important to us that our Clients feel safe entrusting their savings to us. Therefore the share capital of Quercus TFI S.A. substantially exceeds required capital by the regulator. The Company’s employees have invested their savings in QUERCUS funds and Quercus TFI S.A. shares. Effective investment of assets together with our clients drives us to deliver strong investment performance.
We use our knowledge to create unique investment solutions which provide the chance to outperform without taking unnecessary risk. While managing QUERCUS funds, we use not only our vast experience, but also the scientific know-how. Therefore investment performance of our funds is among the best on the Polish market.
“Join us to invest together.” – prof. Sebastian Buczek, founder, leading shareholder and CEO of Quercus TFI S.A.