Welcome to the Towarzystwo Funduszy Inwestycyjnych Capital Partners S.A. website

About the company

It is our mission to provide growth in value of funds entrusted to us by investors along with funds belonging to company owners and employees. Also, we aim to obtain positive rates of return over the long term, irrespective of current market situation.

Unique investment strategy which we implement successfully is based on two pillars – Private equity and Absolute return. We realize increase of the investment value due to increase in value of companies acquired within the portfolio, both listed equities and private companies.

TFI Capital Partners S.A. team is formed of professionals with long-term investment experience and successful track record. We have been working on the private equity and listed securities markets for dozens of years. Our approach to investment is always active and supported by profound financial and business knowledge.

CP Absolute Return sub-fund of CP FIZ

  • Portfolio consists of both private equity and absolute return investments depending on possibility of finding securities meeting investment criteria and their relative valuations
  • Max 30% of assets in private equity
  • Low level of diversification – target of around 20 companies
  • Strategy is based on fundamental analysis of stocks and growth of revenues and profits
  • Investment team is experienced in managing equity mutual funds as well as private equity deals
  • The fund will be closed to new investors after reaching PLN 250 m NAV.
Information and documents

CP Private Equity sub-fund of CP FIZ

  • Portfolio consists of both private equity and absolute return investments depending on possibility of finding securities meeting investment criteria and their relative valuations
  • Up to 100% in private equity investments
  • Low level of diversification: up to 6-12 private equity projects in portfolio
  • Focus on small and mid-caps
  • The fund will be closed to new investors after reaching PLN 250 m NAV
Information and documents

CP Balanced Equity sub-fund of CP FIZ

  • Portfolio consists of both private equity and absolute return investments depending on possibility of finding securities meeting investment criteria and their relative valuations
  • Up to 100% in private equity investments
  • Low level of diversification: up to 6-12 private equity projects in portfolio
  • Focus on small and mid-caps
  • The fund will be closed to new investors after reaching PLN 250 m NAV
Information and documents

Capital Partners Investment I Closed-End Fund

  • Portfolio composed entirely of private equity investments
  • Focus on Polish small and medium sized companies
  • Investment team experienced in managing both equity funds and private equity investments
  • The fund is now closed to new investors
Information and documents

Team

Joanna Kwiatkowska

Vice President of Management Board

Graduate of Poznań University of Economics
TFI Capital Partners SA2014nowMember of Management Board, Portfolio Manager
Amplico PTE SA20102014Equity Portfolio Manager
ING Investment Management (Polska) SA20072009Fund Manager
AIG TFI SA20052007Portfolio Manager
Generali PTE SA20042005Equity Analyst
Commercial Union PTE BPH CU WBK SA20002004Equity Analyst
Biuro Maklerskie BMT SA19982000Analyst

Adam Chełchowski

President of Management Board

Graduate of Warsaw University of Technology and National Louis University (MBA)
Investment Advisor – licence no. 52, Securities Broker – licence no. 477
TFI Capital Partners SA2011nowPresident of Management Board, CIO
Capital Partners SA2008nowVice President of Management Board
Dom Inwestycyjny Ipopema SA20062006Vice President of Management Board
Boryszew SA and Impexmetal SA20062007President of Management Board, CE
Credit Suisse Life & Pensions PTE SA19992006Member of Management Board, Director of Asset Management, CIO at Credit Suisse Life & Pensions Group in Poland
Credit Suisse Asset Management (Polska) SA19961999Member of Management Board, Investment Advisor
Centralne Biuro Maklerskie Pekao SA19951996Analyst, Investment Advisor
Dom Maklerski Arabski i Gawor s.c.19931995Broker, Transaction Department Manager
Current supervisory boards: Gekoplast SA, Symbio Polska SA

Paweł Bala

Vice President of Management Board

Graduate of Warsaw School of Economics, Securities Broker – licence no. 590
Dom Maklerski Capital Partners SA2005nowVice President of Management Board
Capital Partners SA2003nowFounder, President of Management Board,CEO
Tauro Invest SA20022005President of Management Board, CEO
ProCapital SA19952001Member of Management Board
Dom Maklerski Arabski i Gawor s.c.19931995Deputy Director
Current supervisory boards: Gekoplast SA, Orbitvu Sp. z o.o.

Wojciech Palukiewicz

Investment Director

Graduate of Szczecin Uniwersity
TFI Capital Partners SA2015nowInvestment Director
Capital Partners SA20102015Investment Director, Head of M&A
TFI Capital Partners SA20142015Proxy
Plantator SA2014nowPresident of Management Board
CenterNet SA20092009President of Management Board, CEO
NFI Midas SA20092009Member of Management Board
Huta Metali Nieżelaznych Szopienice SA20082009President of Management Board, CEO
Kuag Elana GmbH20062007CEO
Boryszew SA, Impexmetal SA20042012Advisor to Management Board, Vice Director for Investment&Development
Centralny Dom Maklerski Peako SA20032004Equity Analyst
Doradztwo Ekonomiczne – Dariusz Zarzecki20022003Financial Analyst
Current supervisory boards: Monetia Sp. z o.o.

Hanna Kędziora

Analyst

Graduate of Warsaw School of Economics
TFI Capital Partners SA2016nowAnalyst
Trigon DM20112016Deputy Head of Research
Dom Maklerski PKO BP20052010Sales Director
Dom Inwestycyjny BRE Banku19982005Chief Analyst
COK Banku Handlowego19971998Analyst

Contact

Address

Office and address

ul.Królewska 16 St.
00-103 Warsaw
Contact 

Email biurotfi@c-p. pl
Telephone + 48 22 330 69 00
Fax + 48 22 330 69 01

Frequently asked questionsOrganizational structureCorporate GovernanceRemuneration policyDisclaimerComplaints ProcedureProcessing of personal data
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