Polish Companies, Global Perspective. A strategy for informed investors.
An equity fund focused on Polish companies - managed by one of the most experienced professionals in the market
About the Fund
Mount Polskich Akcji FIZ is an equity fund designed to capture the potential of the Polish capital market.
It combines fundamental analysis with active management and proprietary selection of high-growth-potential companies.
Exposure to the Polish economy
Opportunity to leverage local megatrends and cyclical phenomena
Active strategy
Responding to market changes and adjusting sector allocation
Data-driven selection
Real company analysis, not benchmark index replication
Transparent structure
Clearly defined methodology, focus on quality, not quantity
Experienced management
Over 25 years in the capital market and knowledge of local mechanisms
Why Now?
Poland offers unique growth fundamentals.
The Polish economy remains one of the most dynamic in the region. Inflation is falling, GDP and consumption are rising, and the local capital market is maturing — with more attractively valued companies emerging.
Polish companies are still relatively undervalued compared to their potential, and the growing presence of domestic capital — including pension programs like PPK — strengthens the foundation for long-term growth.
Who is this fund for? Investors who:
Interested in selective access to Polish companies listed on the WSE
Building a portfolio with a growth component and fundamental approach
Appreciate active management and macroeconomic analysis
Think long-term and prefer a data-driven approach, not emotion-based
How the fund works
The fund invests in publicly listed Polish companies using macro analysis, fundamental selection, and long-term portfolio construction.
Investment approach:
Fundamental analysis
Proprietary valuation models, support from reputable brokerage houses and industry analyses
Company selection
25-35 positions in the portfolio with a long-term profile + selective opportunistic opportunities
Top-down approach
First macroeconomic analysis, then selection of companies aligned with current trends
Core-Satellite
Portfolio core built around companies with stable fundamentals + flexible growth component
Market data
Your capital in expert hands. Experience that builds trust.
Mariusz Jagodziński
Board Member, Fund Manager
Licensed investment advisor and broker with over 25 years of experience.Co-founder of Kredyt Bank TFI, former CEO of AgioFunds TFI. Specializes in bond and fund management.
FAQ
Q&A - Mount Polish Equities
What is the Source of Optimism towards Polish Companies?
It stems from two general premises: the strength that entrepreneurs demonstrate through the results of Polish companies and the very good macroeconomic indicators of the Polish economy. In recent months, an additional factor has been geopolitical events, which seem to be shaping in a desirable direction for Poland.
Over the last 35 years, Poland has made an economic and civilizational leap, approaching the wealth of the most developed European economies. Although we are still far from Germany, as we achieve slightly over 70% of Germany’s GDP per capita in purchasing power, we are quickly catching up with countries like Italy or Spain, and we have already overtaken Portugal. We owe all this primarily to Polish entrepreneurs, who are innovative and successfully compete in foreign markets.
Geopolitically, Poland is currently at the best moment in its history. We are a stable country, a member of NATO and the European Union. We haven’t experienced war for seventy years. Additionally, in the context of the war in Ukraine, Poland is investing in its army, which, given the size of our country, will strengthen our position on the international arena. In recent months, the chances of peace across our eastern border have also been increasing. All this contributes to good economic prospects.
Will the Polish Stock Exchange Catch up with Western Markets?
The Warsaw Stock Exchange performed weaker than Western stock exchanges in the second quarter of 2024. We are already seeing the first signals of a desire to end this war, which should strengthen the perception of the WSE – our market should start to make up for losses. In the coming years, we expect a wave of growth and the achievement of new historical records. This is due to, among other things, the calming of the situation in Ukraine, maintaining dynamic economic growth in the country, and the bull market that has already begun in global markets and should soon appear in Poland. The first signs of recovery are already noticeable – such as the IPOs of Żabka or Diagnostyka.
What are Mount TFI's Expectations Regarding Interest Rates in Poland?
We believe that interest rate cuts in Poland are inevitable. Real interest rates are currently at too high a level, in the context of inflation, which seems to be already tamed. Additionally, interest rate cuts by the FED and ECB have already begun last year.
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Let’s talk about solutions tailored to your goals.
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