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 19 years of financial industry experience.
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.
ChatGPT: Only the beginning of advanced AI’s transformative potential
A powerful and wildly popular “chatbot” has introduced society to the transformative potential of advanced artificial intelligence.
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.
Global tech sector navigates a year of transition
The technology sector is adjusting to an era of higher discount rates and certain segments becoming more exposed to undulations in the broader economy.
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.