AO Asset Management
Natarajan ‘Subu’ Subrahmanyan, CFA is a Principal at AO Asset Management. Subu has over 15 years of equity research experience in the technology sector and focuses on hardware and security at AO. Prior to joining AO, Subu spent 12 years at The Juda Group as an equity research analyst covering the communications equipment and network security and before that was lead analyst for networking at Goldman Sachs. Subu has been featured on the Wall Street Journal’s Best of the Street Analyst List, and ranked in the Institutional Investor polls. He holds an MBA from Vanderbilt University and a B.S in Electrical and Electronics Engineering from Madras University in India.