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

ASML Holding
ASML NA
AMS
AMS SW
Coherent
COHR US

Recent Research

Apr 08 2019
Infineon: Hit the Brakes
Semiconductors
Apr 01 2019
ASML: Crossing the Finish Line Is Just the Start
Semiconductors
Mar 07 2019
Cycle Update: History Repeats, Mostly
Semiconductors
Feb 15 2019
BE Semiconductor: The Pendulum Effect
Semiconductors
Feb 15 2019
NXP: Simply Capital
Semiconductors