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

Recent Research

Aug 12 2019
Semis Capex Update ‘19 & ‘20
Semiconductors
Jul 24 2019
AMS: Never a Dull Moment
Semiconductors
Jun 26 2019
BE Semiconductor: Life After Death
Semiconductors
Jun 18 2019
A Canoe (-Shaped Recovery) and No Paddle
Semiconductors
May 21 2019
STMicroelectronics: It’s Not Your Daddy’s STM
Semiconductors