Mike DiTillio, CFA, Managing Director, joined the firm in 2012. Mike is a member of the Global Equity Research Department. He is a Senior Research Analyst covering the Semiconductor and Semiconductor Capital Equipment sectors. Prior to joining the firm, Mike covered the Semiconductor, Hardware and Software sectors at UBS O’Connor where he ran a market neutral portfolio. He was responsible for generating alpha producing ideas, investing in those ideas, and managing risk across the portfolio. Mike began his career at BOC Gases as a process engineer and two years later started his investment career as a Technology analyst at Caxton Associates. He graduated summa cum laude from the University of Pennsylvania with a Bachelor of Science in Engineering degree in Chemical Engineering.