Rob Romero: Why I shorted Facebook and Zynga early
By Lawrence Delevingne
Wed Aug 8, 2012
Q&A with the Connective Capital PM on making money from tech and energy losers.
Most long/short technology and energy hedge funds invest in
Silicon Valley from offices on the East Coast, far away from
the hub of activity around the San Francisco Bay Area. That
distance can lead to safer, long-biased bets, and unremarkable
Investing from afar is not for Rob Romero. His Connective
Capital Management makes a point of shorting tech and energy
stocks from its home in Palo Alto, and using the
team’s experience working for such companies as
AMD, Broadcom and HP to inform its bets.
A former engineer and executive at Netsys and Cisco, among
other communications and technology companies, Romero launched
Connective in 2003 with $5 million. The firm now manages $100
million, employs three analysts and added chief operating
officer Alex Antebi in June to help with its expansion.
Connective runs three strategies: beta neutral ($65
million); short-biased tech ($20 million), and emerging
ISSN: 2151-1845 / CDC10004H
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