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
Coherent
COHR US
AMS
AMS SW

Recent Research

Oct 15 2019
TSMC: Full Steam Ahead
Semiconductors
Sep 23 2019
Analog Devices: Politics Trump Technology
Semiconductors
Aug 19 2019
Semiconductor Earnings Wrap-Up: Macro Madness
Semiconductors
Aug 12 2019
Semis Capex Update ‘19 & ‘20
Semiconductors
Jul 24 2019
AMS: Never a Dull Moment
Semiconductors