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

Coherent
COHR US
ASML Holding
ASML NA
STMicro
STM FP

Recent Research

Feb 15 2019
BE Semiconductor: The Pendulum Effect
Semiconductors
Feb 15 2019
NXP: Simply Capital
Semiconductors
Feb 06 2019
ASMI: Weathering the Tempest
Semiconductors
Jan 22 2019
Semis Capex ’19: Down, But Not Out
Semiconductors
Nov 19 2018
Cycle Karma: What Goes Around...
Semiconductors