Jakub Plotka

Portfolio Manager-Equities at

Santander Towarzystwo Funduszy Inwestycyjnych SA

Finance

Profile

Mr. Jakub J.
Plotka, CFA, is a Fund Manager at Erste Towarzystwo Funduszy Inwestycyjnych SA. He joined the firm in 2011, initially as an Analyst and a Junior Manager.
Mr. Plotka started his professional career in 2009 in the Audit Department of Grant Thornton.
He is a Graduate of the Department of Management and Marketing of the Poznan University of Economics.
Majors: Capital investments and corporate finance strategies.
Mr. Plotka holds an investment advisor's license and the prestigious CFA (Chartered Financial Analyst) certificate.

Jakub Plotka active positions

Companies	Position	Start
Santander Towarzystwo Funduszy Inwestycyjnych SA Santander Towarzystwo Funduszy Inwestycyjnych SA Investment ManagersFinance Erste TFI performs in-house research to invest through their funds in equities and fixed income including treasury and corporate bonds and in Polish and international equities. For equities and bonds, the firm’s analyst team conducts fundamental analysis of companies based on their macro and microeconomic environment, competitive advantage and financial situation. They build portfolios with the approval of investment recommendations and strategic decisions concerning portfolios from the investment committee. Their fund managers decide on the shares of investments in portfolios.	Portfolio Manager-Equities	-

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Private companies	1
Santander Towarzystwo Funduszy Inwestycyjnych SA Santander Towarzystwo Funduszy Inwestycyjnych SA Investment ManagersFinance Erste TFI performs in-house research to invest through their funds in equities and fixed income including treasury and corporate bonds and in Polish and international equities. For equities and bonds, the firm’s analyst team conducts fundamental analysis of companies based on their macro and microeconomic environment, competitive advantage and financial situation. They build portfolios with the approval of investment recommendations and strategic decisions concerning portfolios from the investment committee. Their fund managers decide on the shares of investments in portfolios.	Finance

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Finance

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