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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 16 years of financial industry experience.

Articles Written

A long-term view is the best tonic for digesting tech sector volatility

A long-term view is the best tonic for digesting tech sector volatility

Recent volatility in the technology sector may cause some investors to lose sight of the powerful forces that have propelled the sector’s earnings growth; yet technology equities portfolio manager Denny Fish argues that a long view is essential for maximising the opportunity presented by the transition to a digital global economy.

COVID and tech: what have we learned as investors?

COVID and tech: what have we learned as investors?

In this video, Denny Fish, portfolio manager for the Global Technology & Innovation Strategy, shares his thoughts on how COVID has impacted technology and the key considerations as an investor in the sector.

The regulatory and policy landscape for Big Tech
Investment Viewpoints

The regulatory and policy landscape for Big Tech

Large tech companies face a shifting regulatory and geopolitical landscape; is it possible for potential policy changes to slow the sector’s strong run?

For some tech giants, innovation is no longer a dilemma

For some tech giants, innovation is no longer a dilemma

Technology equities portfolio manager Denny Fish explains why as long as data and networks continue to be valuable currency, today’s leading tech companies may face less of a dilemma than the generation of titans they displaced.

Examining the tech sector through the pandemic – and beyond

Examining the tech sector through the pandemic – and beyond

Global Technology Portfolio Manager Denny Fish believes that many of the people and businesses who’ve relied upon technology during the pandemic will continue to do so once the crisis abates, complementing the already powerful tech trends of the cloud, artificial intelligence and IoT.

Global technology 2020 outlook

Global technology 2020 outlook

Global Technology Portfolio Manager Denny Fish explains positive near-term developments for the tech sector and provides an update on how artificial intelligence, the cloud and the Internet of Things are reshaping the technology sector, and the global economy in the process.