Known for accuracy as a stock picker, research chief and senior semiconductor analyst Kalpesh Kapadia recently approached his bosses at C.E. Unterberg, Towbin (CEUT) with the idea of putting his skills to the test. He proposed launching a long/short equity fund to invest in growth sectors in growth economies.
CEUT is to seed Indusino Capital Management (standing for India, the U.S. and Sino, meaning China and other parts of Southeast Asia) with $20 million, which will grant them a minority stake in the firm. Tim Brinkman, former head of institutional sales at CEUT, will serve as COO. The firm