The first funds in Poland specifically targeting private banking Clients
The range of our offer has to exceed market standards. Therefore, Quercus TFI S.A. is the first company on the Polish investment fund market to launch its product offer having in mind a strictly defined target group, i.e. high net-worth and ultra high net-worth Investors and private banking customers. The minimum investment in QUERCUS subfunds amounts to PLN 20,000.
Independence and a well-motivated team
Quercus TFI S.A. belongs to the group of independent providers of investment funds. Such entities, which have been well-established in developed markets for a long time, are just starting operations in Poland. The Company was established by the group of experienced professionals. Its key employees and executives are the main shareholders of Quercus TFI S.A. That is why our team is perfectly motivated to effectively manage the assets invested by our Clients.
Joint investments
We invest our lifetime savings in the share capital of Quercus TFI S.A. and in QUERCUS funds. Our main objective is to search for unique investment strategies, create investment funds based on such strategies and to invest efficiently assets contributed by our Clients. We invest our own money in the founds as well. There is no better motivation for Managers to work hard and diligently than the awareness that they are also investing their own savings.
Top quality
Since the very beginning we have always strived for quality. Thanks to the vast experience of our team, we developed and put in place strict rules assuring the top quality of all provided services. We collaborate with the most reputable institutions, such as Ernst & Young, Deutsche Bank Polska, Comarch and banks delivering private banking services.
Non-standard strategies
We create unique investment strategies which are different from those usually available on the Polish investment fund market. When drafting new product concepts we take into account their potential for above-average profits exceeding the returns offered by traditional strategies, or for optimization of expected rate of return in relation to risk.
Tax optimization
We offer our products under a tax umbrella. Thus our customers not only have access to all weather products but are also able to postpone payment of tax on capital gains and to off set profits against losses in order to reduce their taxation basis.
Fees related to investment performance
We made sure that the structure of fees and charges allows Investors to jointly and effectively enjoy the benefits of our co-operation. Unlike most funds offered in Poland, management fees in QUERCUS subfunds are closely connected with the performance generated by our investments. Therefore, we care even more about delivering high and stable returns.
Limited offer
The unique feature of our offer also lies in putting in place caps for our subfunds. When whichever of QUERCUS subfund reaches the amount of net assets equal to PLN 1 bn, we close it to subsequent contributions. We believe that funds with relatively lower assets can be managed more effectively.
Investing based on robust fundamentals…
Our investment philosophy first of all includes making decisions based on a fundamental analysis. We invest in instruments we feel comfortable with, considering our experience and knowledge. In case of equities we prefer well-managed companies, usually operating in service sectors. We see great opportunities hidden in emerging markets.
… and scientific achievements
Our investment policy is well-supported by the latest achievements of Polish and foreign scientists and researchers. We use the studies of such outstanding professors as Eugene Fama, Robert Shiller and Daniel Kahneman.
Openness and transparency
There is no large, impersonal financial institution behind us. There are individuals and our reputation behind us. We follow an open and transparent disclosure policy. We cannot promise you the earth. We work hard and diligently in order to efficiently manage our Investors' assets.
Summing up, our offer is aimed at a strictly defined target group, i.e. high net-worth and ultra high net-worth Investors and private banking Clients. Our ambition is to be distinguished by the quality of delivered services. Since the very beginning we have promoted open-end funds which provide our Clients with high liquidity of their investments. We carry out open and transparent business operations. We create unique investment solutions for demanding Investors.
