Tomasz Mariusz Korab

Functions as a College/University

Opera managers are not limited to the selection of shares on a given market, as is the case with equity and bond portfolios. They manage something much more important: the choice of markets and asset classes (Polish shares, foreign shares, debt and foreign instruments, commodities, currencies). The firm also uses short sales.

Opera SKA is an active investment manager investing primarily in Polish equity, bonds and treasury certificates. As a value-oriented investor, their asset allocation is top-down, based on macro-economic considerations. The majority of the firm's assets are invested in bonds. For equity investments, they rely on a standardized decision making process based on key ratios, and focus on large-cap listed companies. The firm seeks to invest in reliably-valued companies with growth potential and competent management. In-house research capabilities are supplemented by investment intelligence outsourced from a network of international asset managers.

CERES creates a specific strategy, consistent with the individual investment profile of the clients. They invest in a wide spectrum of financial instruments: shares, bonds, ETFs, investment funds.

Eques Investment invests in retail debt funds as well as special purpose vehicles that provides loans secured on real estate and in commercial real estate. The firm’s capital market funds cover the full spectrum of investment strategies.