Manager Engineer

VASU KASIBHOTLA

** ********** *****, **** *******, NJ 08550

732-***-**** (Cell); 609-***-**** (Home); ********@*****.***

EXPERIENCE

Trilogy Global Advisors, New York, NY

Equity Analyst, 2006-Present

Trilogy is a $16Bn AUM long-only institutional global equities manager

benchmarking against MSCI ACWI, MSCI EAFE, and MSCI Emerging Markets

indices. It is a GARP manager with strong focus on fundamentals and

valuation.

Trilogy follows a 3-step investment process starting with quantitative

screening for the best companies, followed by rigorous fundamental analysis

(which includes meetings with company managements and financial statement

analysis, modeling, and valuation), and investment discussion between the

analyst(s) and portfolio manager(s). Risk management is driven by 3-

scenario analysis and downside price targets, in addition to position size

& sector allocation limits.

. Sole coverage of global tech (excluding software and internet) and telco

(equipment and services) sectors from 2006. Added coverage of SW and

internet from November 2010.

. Supporting three portfolio managers by generating new investment ideas,

continual evaluation and maintenance research on existing positions,

conducting in-depth industry research, and creating/updating sector and

company financial and valuation models.

. Personally managing four model portfolios (each model is fully invested

and contains 7 to 15 positions; global and international models are

seeded with client funds), whose benchmarks are MSCI ACWI Telco, MSCI EM

Telco, MSCI ACWI Tech and MSCI ACWI ex USA Tech.

o All models outperformed in 2009: Global Tech Model outperformed by

850 bps (Model: 71%, Benchmark: 63%), Global Telco Model by 420 bps

(21% to 16%), and EM Telco Model by 720 bps (34% to 27%).

o Added International Tech as a fourth model in 2010 which

outperformed by 300 bps (17% to 14%). Global Telco Model

outperformed by 1660 bps (28.2% to 11.6%), Global Tech Model

outperformed by 150 bps (13% to 11.5%), and EM Telco Model was in

line with benchmark (14.5% each).

Argonaut Capital Management, New York, NY

Senior Analyst 2003 -06

Argonaut is a $1.2Bn multi-strategy hedge fund run by an ex-Tiger alum.

Primary strategy focused on improving company fundamentals, with valuation

sensitivity; shorting and derivatives were used to hedge risk.

. Global long/short equities generalist analyst with focus on tech,

telecom, consumer, and healthcare.

. Generated own ideas and research ideas flagged by the portfolio manager.

. Created valuation frameworks. Maintained information flow between the PM

and other team members on positions in my space.

Investec Inc., W. Conshohocken, PA

Senior Associate 2002-03

. Covered the EDA and semiconductor test equipment industries. Initiated

coverage on nine new companies.

. Performed industry and competitive analysis. Created and maintained

industry and company financial models. Performed channel checks to assess

the financial performance of the companies through the quarter.

. Visited institutional investors to discuss the industry valuations and

competitive positioning of companies.

Synopsys, Strategic Finance and M&A Group, Mountain View, CA

2001

. Helped model the impact of transition to subscription based licensing on

the firm's financial forecasts.

. Prepared a forecasting model of the company's sales force compensation.

Updated the M&A models of companies considered for acquisition by

Synopsys.

Synopsys, Senior Applications Engineer, Fremont, CA; Bethesda, MD; King of

Prussia, PA 1997-02

. Helped grow Synopsys' bookings from Lucent Technologies from less than

$1M to $7M per year.

. Managed customer relationships at the Lucent, Lockheed Martin, Atmel, and

Globespan accounts on the East Coast, and Sun, C-Cube, and Intel on the

West Coast.

. Mid-Atlantic regional expert on back-end chip design methodologies

including place & route, RC extraction, static and dynamic timing

analysis, DRC/LVS verification, and electro-migration

Cadence Design Systems, Senior Member of Technical Staff, San Diego, CA

1995-97

. Appointed as the designated site expert on low power digital

semiconductor chip design

Hindustan Aeronautics, Aero Engineer, Bangalore, India

1986-88

. Worked on the design of airborne radar

EDUCATION

The Wharton School, University of Pennsylvania Philadelphia, MBA (Major:

Finance) 2002

Chair, Wharton Investment Conference. Worked half-time for Synopsys as an

engineer while earning the full-time MBA degree

The University of Southern California, Los Angeles, PhD (Electrical

Engineering; GPA: 3.8/4.0) 1996

Published nine research papers in refereed international journals (IEEE and

others) and conferences

Dissertation: Modeling the interaction of the electron beam with

electromagnetic fields in a gyrotron

Florida State University, Tallahassee, MS (Electrical Engineering; GPA:

3.95/4.0) 1990

Thesis: Finite difference methods to model EM fields and capacitance

computations in a VLSI Interconnect

National Inst of Technology, Warangal, India, BS (Electrical Engineering;

First Class) 1986

Obtained 37th rank of more than 50,000 students in the entrance exam for

BSEE in the state of Andhra Pradesh

OTHER

US citizen; Passed CFA Level II exam (2003); NASD Series 7 licensed. USC

College Bowl Quiz Team Captain.

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