CLSA Americas Adds Two New Analysts

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Last week, CLSA Americas, the US subsidiary of Hong Kong-based investment bank CLSA, added two senior analysts to its research team, bringing the total number of US-based publishing equity analysts to more than twenty.

New Staff Additions

Ms. Kristine Kubacki joins CLSA Americas from Avondale Partners, where she spent over 8 years covering the global industrial equipment industry.  Ms. Kubacki will provide coverage of the Machinery and Trucking Equipment sectors. Prior to her stint at Avondale, Ms. Kubacki spent almost 4 years at A.G. Edwards as a senior associate analyst covering the transportation sector.  Previously, Ms. Kubacki worked for almost 6 years at Proctor and Gamble in various roles.  She received her BS in Chemical Engineering, as well as her MBA, from Washington University.

Mr. Rick Patel joins CLSA Americas from Stephens, Inc. where he spent over 3 years as a Senior Analyst Covering the Specialty Retail / Softlines Industry.  Mr. Patel will cover the Luxury, Apparel and Specialty Retail industries at CLSA.  Prior to Stephens, Mr. Patel worked for almost 6 years as part of an Institutional Investor ranked consumer team at Bank of America Merrill Lynch.  Previously, Patel worked for more than 6 years at Lehman Brothers covering the major pharmaceuticals, life science tools, and diagnostics industries.  Mr. Patel received his BA from Rutgers University and his MBA from the NYU Stern School of Business.

Michael Lean, Head of CLSA Equity Research, Americas, commented, “We are excited for Kristine and Rick to join our team as we continue the positive momentum within our U.S. business, and build upon our core sector expertise. Kristine and Rick have established track records of producing unique research to help drive our clients’ investment process.”

Our Take

Founded in 1986, CLSA is a highly regarded Hong-Kong based investment bank that employs over 150 publishing research analysts located across Asia-Pacific, Australia, Europe, and the US producing macro-economic, country, and company research.

Its fundamental company research focuses on small and mid-cap companies, covering 1,300 listed firms in 18 sectors including autos, capital goods, conglomerates, consumer, financial services, healthcare, hotels & leisure, infrastructure, insurance internet, materials, media, petrochemicals, power, property, small caps, technology, telecoms and transport.

Clearly, this latest move shows that CLSA is continuing to invest in its US equity research and trading operation, at a time when many other firms are shrinking their research businesses.  The addition of Patel and Kubacki expands the firm’s coverage in the industrials and retail sectors – two key coverage areas for the company.  In fact, since the beginning of the year, CLSA Americas has added three key equity analysts and a few other sales and execution traders to the US team.

 

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About Author

Mike Mayhew is one of the leading experts on the investment research industry. In addition to founding Integrity Research, Mike is on the board of directors of Investorside Research Association, the non-profit trade association for the independent research industry, and a frequent speaker on research industry trends and developments. Mike has over thirty years of research industry experience. Email: Michael.Mayhew@integrity-research.com

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