Jim Fontanelli
+44 207 959 1312

Jim Fontanelli

Senior Analyst

Jim is a co-founder of Arete (formed in 2000) and is based in the firm's London office. He covered semiconductors before focusing on renewables from 2008 and returned to the semiconductor space in 2015. Prior to Arete, Jim spent six years with Morgan Grenfell Asset Management, managing pan-European institutional funds, with responsibility for the technology sector investments of European equity funds totalling Euro 30bn. Before this, Jim spent two years working as a credit analyst at Royal Bank of Canada.

 

Other Team Members

Covered Companies

Infineon
IFX GR
STMicro
STM FP
ASML Holding
ASML NA

Recent Research

Jun 18 2019
A Canoe (-Shaped Recovery) and No Paddle
Semiconductors
May 21 2019
STMicroelectronics: It’s Not Your Daddy’s STM
Semiconductors
May 14 2019
AMS: Balancing Opportunity and Risk
Semiconductors
Apr 29 2019
TSMC: New Dance Moves
Semiconductors
Apr 08 2019
Infineon: Hit the Brakes
Semiconductors