David Chung, CFA
Assistant Director of Research, Industrials, Energy & Utilities Sector Lead
David Chung is Assistant Director of Research, Industrials, Energy & Utilities Sector Lead at Janus Henderson Investors, a position he has held since 2026. He served as associate portfolio manager in addition to his analyst duties from 2020 to 2024, assumed Industrials & Materials Sector Lead in 2024, and Energy & Utilities Sector Lead in 2026. David joined Janus in 2009 as a full-time associate analyst after working as an analyst intern during the summer of 2008 and was promoted to analyst in 2011. Prior to Janus, he was with Grand Jean Capital Management, where he was an equity research analyst, acting as a generalist across sectors. David began his career as a research associate with Cornerstone Research, an economic consulting firm.
David received his Bachelor of Science degree in economics from Duke University, where he graduated cum laude and Phi Beta Kappa, and his MBA from Harvard Business School. He holds the Chartered Financial Analyst designation and has 22 years of financial industry experience.
Articles Written
Research in focus: Quarterly sector update
Amid a fluid market environment, the Research Team continues to focus on opportunities driven by long-term secular themes.
Q&A: Space investing after the SpaceX IPO
Assessing how the growth drivers for commercial space have evolved and what the SpaceX IPO signals for the industry.
Research in focus: Quarterly sector update
Despite the volatile macro environment, the Research Team continues to see compelling opportunities across sectors shaped by powerful secular themes.
JH Explorer in Miami: Recovery signs, data centers, and AI risk in industrials
Our Research Analysts share their takeaways from two of the industrials sector’s biggest annual conferences, highlighting which infrastructure themes appear to have staying power.