Denny Fish
Denny Fish is a Portfolio Manager on the Global Technology and Innovation Team at Janus Henderson Investors, a position he has held since 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 19 years of financial industry experience.
Articles Written
Research in Action: Hype or reality? How investors should approach the AI boom
Recent advances in generative AI have driven big returns in many tech stocks this year. The question now is, what’s next?
Time for tech luminaries to act their age
As their markets continue to mature, many leading internet and tech companies will have to balance investing for future growth and profitability.
Global tech in 2023: An opportunity for the strongest businesses
As macro drivers give way to corporate fundamentals, look for the strongest businesses to lead the tech sector higher.
Global technology in a slowing economy: better positioned than you think?
A slowing economy and continued market volatility may turn out to be an opportunity for tech investors.
Technology transfer: latest front in US-China trade war
US restrictions on semiconductor exports illustrate the prominence placed on controlling sophisticated technologies in global economics and geopolitics.
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.