Asset Management

Managers and Analysts

Albert Batiste

Albert Batiste

Analyst

Graduated in Business Administration and Management from the University of Lleida and with a Master degree in Finances from the IEF (Barcelona). European Financial Analyst (CEFA). International Financial Analyst (CIIA)

Previously he worked in Everis (2014-2015) at the department of Financial Markets. He joined EDM in November 2015.

Gonzalo Cuadrado

Gonzalo Cuadrado

Analyst-Manager. Partner

He has a degree in Economics from the UB in addition to a Master’s degree in Finance from the   IEF. European Financial Analyst (CEFA). International Financial Analyst (CIIA). Alternative Investment Analyst (CAIA).

Expert in Corporate Valuation (CEVE) from the Spanish Institute of Financial Analysts.

He worked at the SGIIC in the Grupo Caixa Penedés as manager of several IIC. Since he joined EDM in 2004, he has managed several IIC and is analysing numerous RV sectors.

Albert Fayos

Albert Fayos

Analyst-Manager. Partner

Graduate in Financial and Actuarial Sciences with a Diploma in Statistics from the University of Barcelona. She gained his CEFA qualification (European Financial Analyst) in 2001.

He was formerly employed at Gaesco Gestión, SGIIC (1997-2006) and Banco Sabadell Inversión SGIIC (2006-February 2009). He joined EDM as an analyst/manager in March 2009.

Beatriz López

Beatriz López

Analyst-Manager. Partner

Graduate in Economics from the Pompeu Fabra University with a Master’s degree in Economics and Finance from CEMFI (Fundación Banco de España). She is an international Chartered Alternative Investment Analyst).

In 2001 she joined Banco Sabadell where she held several posts becoming Senior analyst in Variable income.  She joined EDM in 2007 as Analyst -Manager.

Carlos Palau

Carlos Palau

Gestor de SICAVs & Key Accounts

Graduated in Business Administration & Management from the Ramon Llull University and with a Master’s degree in Financial Markets from the UB. He has passed Level 2 of the CFA (Chartered Financial Analyst) Program and holds the EFA (European Financial Advisor) certification.

Business Development at CIMNE Tecnología (2012-2013). Financial Advisor at Abante (2014-2017).

He joined EDM in July 2017.

Jose Francisco Ruiz

Jose Francisco Ruiz

Analyst-Manager

He holds a degree in Economic and Business Sciences and holds a B.A. in Political Science and Sociology by the Complutense University (Madrid).

Senior Team leader Arthur Andersen (1991-1996). An equity analyst in Julius Baer Spain/Kepler Equities (1996-2008). An equity analyst at Deutsche Bank (2008-2017).

Joined EDM in July of 2017.

Mariona Selva

Mariona Selva

Analyst

Graduate in Business Administration and Management from the University of Barcelona (2001-2006). CEFA (Certified European Financial Analyst) since 2015. International Financial Analyst (CIIA)

She began her career in the Front office at Caixa Manresa. She joined EDM’s Valuation department in 2007 and moved to the Management and Analysis department in 2012.

Karina Sirkia

Karina Sirkia

Fixed Income Manager. Partner

She gained her degree in Economic and Business Sciences from Pompeu Fabra University in 1997 and completed her Master’s degree in Economic Sciences in 1998.

She began her professional career as a macroeconomics analyst and fixed income manager with FIMARGE S.A, an equity manager in Andorra. Karina joined EDM as a fixed income manager in 2001.

Borja Soldevila

Borja Soldevila

Analyst-Manager

Graduated in Law and Master in Business in Law and Master in Taxation from ESADE University. He holds an MBA from the University of Chicago Booth School of Business, with concentrations in Finance and Accounting. He worked for five years in the International Taxation Team (M&A and Private Client) of the Finance and Tax Department at Cuatrecasas, Gonçalves Pereira. Member of the Board of the Family Office Naboga Capital. He joined EDM in July 2014.

Johan Svensson

Johan Svensson

Analyst

He has a Master’s degree in International Business and Financial Economics from the University of Gothenburg and is a Chartered Alternative Investment Analyst (CAIA).

Prior to joining EDM Johan held the position as Head of Investor Relations at Banco Sabadell (2009-2015). Johan joined Banco Sabadell as an equity research analyst in 2006. Previously, he worked as a senior equity research analyst at UBS in London for four years and as a research analyst at Swedbank in Stockholm for two years. He joined EDM as an Analyst/Manager in November 2015.

Juan Grau

Juan Grau

Board Member

Business qualification.
Diploma in Business Management from IESE.
Diploma in Financial Analysis and Taxation from EADA.
Diploma in Budgetary Analysis and Control from TEA-CEGOS.

  • Controller of Drinks division for the Agrolimen group (1968-1972).
  • Administrative-Finance Manager of Standar Fil S.A. and Acabados San Cugat S.A., a group of textile companies (1973-1979).
  • Manager of the Economic-Financial Area of Túnel del Cadí CESA, (1979-1987).
  • Member of the Board of Directors of EDM Gestión, S.A. SGIIC

Pere Ventura

Pere Ventura

Analyst

Graduate in Business Administration and Management from the UAB and with a Master’s degree in Finance from the IEF. He is a European Financial Analyst (CEFA), International Investment Analyst (CIIA) and Financial Advisor (EFA).

He worked at Inmobiliaria Colonial in the Treasury department and in the Back Office at Everis. He joined EDM as an Analyst in February 2014.

Ricardo Vidal

Ricardo Vidal

Chief Investment Officer. Partner

With a degree in Business Sciences and an MBA from ESADE, he is also CEFA certified as a European Financial Analyst.

He worked at Banco Vitalicio (Insurance Company) and Gesindex, SGIIC (Financial Services) from 1993 to 1997. He joined the EDM investment department in July 1997. He is a member of the Board of Management of EDM Management, SGIIC.  He is currently Manager of the Investment Department.

Teresa Watkins

Teresa Watkins

Analyst-Manager

Graduating With an MA(Oxon) from Oxford University United Kingdom in 1997, she subsequently gained 14 years experience in financial markets, 5 of these  in London and 9 in Paris.

Prior to joining EDM in 2013, she worked as an Analyst-Manager in the European investment team of Comgest from 2003. Previously, she worked as a Financial Analyst specialising in the electrical sector DLJ (Donaldson, Lufkin & Jenrette) until 1999, and with ABN Amro until 2003. In 1998 she obtained the British IMC (Investment Management Certificate) and IIMR (Institute of Investment Management & Research) certification.

Adolfo Monclús

Adolfo Monclús

Chief of Institutional Business. Partner

He holds a degree in Economics and Finance from Bentley University (USA). International MBA from IE Business School (Madrid) in the areas of Strategy and Finance.

Experience prior to 5 years of EDM in BBVA (1998 -2003). Joined EDM in 2005 as an Analyst/Portfolio Manager. Co-Director of Investments (2010-2014). Institutional Business Director from 2014. Member of the Board of Directors of EDM Gestión, S.A. SGIIC.