Technology >> Analyst Interviews >> August 23, 2010

Growth Drivers For Small- & Mid-cap Semiconductors – Jeffrey Schreiner – Capstone Investments

Jeffrey Schreiner is the semiconductor Analyst at Capstone Investments. Mr. Schreiner incorporates fundamental and quantitative research for finding potential investment opportunities. He brings his extensive experience in buy-side and sell-side research, as well as his expertise in managing multiple million-dollar funds for various firms in the industry. Mr. Schreiner was selected by The Wall Street Journal and Starmine as the 2010 best stock picker in the semiconductor sector. Prior to Capstone, Mr. Schreiner was a semiconductor Analyst at American Technology Research, where he covered specialized semiconductor stocks. Prior to AmTech, he was Co-Founder/Portfolio Manager at MS Capital Management, LLC, a Phoenix-based hedge fund. Mr. Schreiner earned a B.A. degree in business administration from Ottawa University and holds Series 7, 24, 63, 86 and 87 licenses. Profile
TWST: What do you cover in semiconductors?

Mr. Schreiner: My current coverage is EZchip Semiconductor (EZCH), Rambus (RMBS), Cypress Semiconductor (CY), Cirrus Logic (CRUS), MIPS Technology (MIPS),