Pol Tusquets – Selector del mes (Rankia Pro)

Pol Tusquets de Trea AM – Selector del mes

 

Os presentamos a Pol Tusquets, Head Funds of Funds en Trea AM. Antes de unirse a Trea AM como selector de fondos −hace ya nueve años−, Pol trabajó en el departamento de ventas de la Fira de Barcelona, en el departamento de fondos de inversión de Fibanc y en el área de marketing de 3i, en Londres. Es licenciado en Administración de Empresas y Marketing por la Universidad Politécnica de Cataluña.

 

¿Qué te hizo decantarte por el sector financiero? ¿Tenías alguna otra vocación?

Tengo varios miembros de mi familia que trabajan en el sector financiero, incluso mi tatarabuelo también lo hizo, así que desde pequeño siempre ha estado presente, y al final la tradición familiar me ha llevado inevitablemente a la gestión de fondos.

¿Qué hobbies tienes? ¿Consigues desconectar del trabajo?

Tengo varios hobbies, entre ellos las artes marciales, las cuales llevo toda la vida practicándolas, soy cinturón negro de jiujitsu brasileño. Otro deporte que también me apasiona, aunque en los últimos años no he podido practicarlo, es el surf; también destacaría la lectura y, sobretodo, mi familia.

En el día a día, ¿cómo ha cambiado la crisis del Covid-19 tu forma de trabajar?

Hemos podido seguir trabajando desde casa con las mismas herramientas y con un contacto directo y continuado con las gestoras, a las cuales hay que agradecerles el esfuerzo que han hecho a la hora de transmitirnos el máximo de información posible, organizando webinars y llamadas, lo cuál diría que ha aumentado el volumen y calidad de información. De todas formas, soy de los que prefiere el ambiente de oficina donde la información y la comunicación fluye de otra manera y surgen debates internos interesantes.

¿Qué retos tenéis en Trea AM para la segunda parte del año?

Tenemos muchos proyectos ambiciosos en los que estamos trabajando como compañía, y nuevos productos que vamos a promover en un futuro próximo. Estamos en un momento apasionante y estimulante en Trea AM.

¿Cuáles son las premisas para elegir un buen fondo de inversión?

Dependiendo del tipo de activo damos más importancia a unos parámetros que a otros. Tenemos un proceso interno que hemos ido desarrollando en los últimos años con el que estamos muy orgullosos, el cual estamos perfeccionando desde hace un año con la implementación de factores ESG.

A la hora de tomar la decisión final sí que puedo decir que pesa más el análisis cualitativo que el cuantitativo, es decir, el contacto con la gestora donde el equipo de gestión nos explica el proceso de inversión y nos responde a todas las preguntas.

¿Cuál es el principal criterio de un selector para sacar un fondo de la lista de compra?

Sin duda el principal motivo sería un cambio injustificado en su proceso de inversión. Otro aspecto podría ser el cambio del gestor, en definitiva, una pérdida de confianza por algún motivo.

¿Cómo identificas a un buen gestor de fondos?

Por su consistencia no solo a nivel de resultados sino de gestión, que sea coherente, sólido y transparente.

¿Qué fondos crees que lo harán mejor en el escenario que se ha configurado?

Creo que los fondos que tengan en cuenta los criterios ESG destacarán. A nivel de activo vemos más potencial en renta variable, seguimos prefiriendo EE. UU por composición de mercado, liquidez y expectativas. Los bancos centrales están teniendo un efecto muy importante en las valoraciones, éstas no son baratas, pero se paga una prima por esa capacidad de generar beneficios en términos relativos de EE. UU versus otros mercados.

Estamos incrementando paulatinamente nuestra exposición en pequeñas compañías, pensamos que serán las primeras en reflejar las mejoras en las expectativas macro.

¿Alguna inversión alternativa con elevado potencial a largo plazo?

Desde el año pasado tenemos una posición en oro ya que creemos que funciona bien como activo refugio, en lo que llevamos de año es el activo que mejor lo ha hecho en la cartera. Históricamente para protegernos ante una posible caída de la renta variable aumentábamos la exposición a renta fija, pero esta derivada ha dejado de funcionar por el aumento de las correlaciones entre los diferentes activos. A esto súmale que actualmente la renta fija ya no paga los niveles de cupón que había pagado históricamente.

Las inversiones alternativas van a ir tomando cada vez más importancia en la construcción de las carteras obligados porque los activos que tradicionalmente actuaban como refugio ahora no generan yield. En este entorno cualquier activo que pueda mantener su valor e hipotéticamente revalorizarse aún sin pagar cupones es interesante. La posición en oro cubre esa función, es un activo refugio y en relativo lo hace mejor en momentos de estrés de mercado.

¿Dónde te ves dentro de 10 años?

Llevo nueve años en Trea donde he aprendido y progresado mucho, dentro de diez años me sigo viendo en Trea AM con más experiencia y nuevas responsabilidades.

 

Leticia Rial, Rankia Pro

 

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