For Institutional Investors in Australia

Denny Fish

Portfolio Manager | Research Analyst
Denny Fish | Janus Henderson Investors

Denny Fish is a Portfolio Manager at Janus Henderson Investors responsible for managing the Global Technology and Innovation strategy, a position he has held since January 2016. He also serves as a Research Analyst and leads the firm’s Technology Sector Research Team. Prior to rejoining Janus in 2016, Denny served as a technology equity analyst and co-portfolio manager at RS Investments. From 2007 to 2014, he was an equity research analyst and co-team leader of the Janus technology research sector team. Before he was first employed by Janus in 2007, Denny was director and senior research analyst at JMP Securities covering enterprise software. Earlier in his career, he worked at Oracle Corporation as a technology sales manager.

Denny received his bachelor of science degree in civil engineering from the University of Illinois and his MBA from the University of Southern California, Marshall School of Business. He has 18 years of financial industry experience.

Articles Written

Research in Action Podcast: Tech’s mega themes show no signs of slowing

Research in Action Podcast: Tech’s mega themes show no signs of slowing

Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.

Global technology: taking volatility in stride

Global technology: taking volatility in stride

Recent volatility says little about the tech sector’s intact ability to reshape the global economy.

Global technology markets seek normalcy in 2022

Global technology markets seek normalcy in 2022

As the global economy normalises, tech stocks could benefit from a convergence of secular and cyclical forces.

Global tech: keeping perspective in a complex environment

Global tech: keeping perspective in a complex environment

With crosscurrents roiling the tech sector, it’s important to keep strong financial performance and the power of secular themes in mind.

The semiconductor shortage: Why more than tech investors should care

The semiconductor shortage: Why more than tech investors should care

The current semiconductor shortage may be more pervasive and longer-lasting than many expect.

Global technology outlook: Prioritising company fundamentals
Quick Views Technology

Global technology outlook: Prioritising company fundamentals

Rather than pandemic-related macro developments, the current tech rally is guided by solid fundamentals.

Secular tech themes still intact

Secular tech themes still intact

Powerful secular themes are still the main driver to long-term tech earnings growth.

Other companies join tech earnings party

Other companies join tech earnings party

Tech stocks are currently positioned to benefit from both secular and cyclical factors.

A step closer to a digital future

A step closer to a digital future

Portfolio Manager Denny Fish explains how this past year brought the global economy closer to a digital future.