University of Oklahoma
- Master of ArtsManagerial Economics
- Bachelor of ArtsEconomics
- MinorMathematics
- Bachelor of SciencePetroleum Engineering
About
Conrad Polkosnik
Founder & President
Dallas, TexasBio
Conrad was born and raised in Dallas, Texas, to Polish parents who immigrated to the United States in the late 1980s. Raised by a nurse and a tool-and-die maker, he watched both parents work multiple jobs to provide for their family and pursue the American dream. Their example instilled in him a lasting respect for hard work and shaped his early interest in how invested capital could supplement earned income and support long-term wealth creation.
That interest led Conrad to begin trading in financial markets at the age of 16. While in college, he developed price-prediction models using multivariate analysis to evaluate how economic, fundamental, and market variables could influence asset prices. This quantitative work helped shape his broader investment philosophy: establish positions in assets supported by long-term conviction while strategically using derivatives to manage risk and generate income.
Conrad later began his professional career as an engineer in the oil and gas industry, working on drilling rigs and hydraulic-fracturing operations across West Texas, New Mexico, and North Dakota. The experience strengthened his analytical discipline and provided the capital he used to build an investment portfolio that ultimately became the foundation for Polonia Capital. His investment philosophy places protecting and preserving investor capital first, supported by disciplined risk management and a long-term focus on risk-adjusted performance and compounding.
Public Markets & Trading
With 16 years of public-markets and trading experience, Conrad develops investment strategies across traditional assets and derivatives. His process combines rigorous, data-driven analysis with disciplined risk management to identify opportunities across changing market environments. These strategies seek to pair long-term value creation with recurring income while maintaining a consistent focus on risk-adjusted performance.
Real Estate
Conrad brings 8 years of experience across commercial and residential real estate. In addition to evaluating acquisitions and new investment opportunities, he oversees the day-to-day management of the firm’s property-management division. This hands-on operating responsibility informs an active-management approach focused on preserving and protecting investor capital, strengthening property performance, and creating long-term value.
Private Businesses
Conrad evaluates opportunities through an operational, financial, and strategic lens. He focuses on businesses with durable fundamentals and identifiable opportunities to improve efficiency, strengthen performance, and support sustainable growth through disciplined capital allocation and active management.
Investment Approach
Data-Driven Decision Making.Disciplined Risk Management.
Polonia Capital applies a consistent investment framework across public markets, real estate and private businesses. We combine rigorous analysis, data-driven decision-making and focused execution to pursue compelling opportunities across changing market environments.
Data-Driven Acquisitions
We combine rigorous underwriting, market research and asset-level analysis to identify opportunities supported by durable fundamentals and attractive risk-adjusted return potential.
Disciplined Capital Allocation
We deploy capital selectively across asset classes, structures and market environments, prioritizing opportunities where conviction, timing and downside protection align.
Asset Performance Optimization
We apply hands-on operational, financial and strategic expertise, alongside proprietary trading strategies, to strengthen performance, improve efficiency and unlock value across real estate, public markets and private businesses.
Capital Preservation
We emphasize conservative underwriting, thoughtful position sizing and active risk management to protect capital through changing market conditions.
Long-Term Value Creation
We invest with a long-term perspective, combining patient capital, disciplined execution and continuous improvement to strengthen businesses, enhance asset performance and compound value over time.
Business Lines
Deploying capitalacross public marketsand real assets.
Polonia Capital evaluates opportunities across asset classes and deploys capital selectively when rigorous research supports a clear investment thesis and compelling risk-adjusted return potential. This flexibility allows us to pursue compelling investments while maintaining a consistent focus on risk, resilience and long-term value creation.
1Public Markets & Trading
Our public markets strategy combines fundamental, long-term equity investing with disciplined active trading. We invest in high-quality businesses while selectively trading around market dislocations, catalysts and shorter-term opportunities. Risk management, liquidity and capital preservation remain central to the portfolio.
- Fundamental equity research
- Active trading and tactical opportunities
- Disciplined risk management
2Single-Family Acquisitions
We acquire select single-family homes and residential portfolios in markets supported by durable population, employment and rental demand. Our strategy focuses on disciplined purchasing, targeted renovations and professional operations designed to improve each asset and create lasting value.
- Individual homes and portfolios
- Value-add renovations
- Growth-oriented markets
3Multifamily Acquisitions
We pursue multifamily properties where hands-on construction, renovation and operational expertise can unlock value. We target opportunities ranging from stable assets with upside to complex repositionings requiring significant capital improvements and focused execution.
- Value-add and repositioning opportunities
- Construction and renovation execution
- Operational improvement
4Property Management
Our property management platform provides hands-on oversight designed to protect assets, improve resident satisfaction and strengthen operating performance. We focus on responsive maintenance, disciplined expense management, effective leasing and consistent execution at the property level.
- Leasing and resident services
- Maintenance and capital planning
- Operational and financial reporting
5Lower Middle Market Private Equity
We seek to acquire established small businesses with durable customer relationships, dependable cash flow and meaningful opportunities for improvement. Working alongside management, we focus on strengthening operations, professionalizing systems, accelerating thoughtful growth and building more valuable businesses for the long term.
- Founder and family-owned businesses
- Operational optimization
- Long-term growth and value creation
Contact
Start a conversation.
For investment and business inquiries:
info@poloniacapital.com