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.
Products Managed
Articles Written
Global technology: Softening the cyclical while shaping the secular
The dominant themes, opportunities, and risks we expect will shape the technology sector in 2024 and beyond.
Global Perspectives: Redefining growth potential in the technology sector
Assessing the impact of higher rates and a potential recession on the tech sector, as well as our outlook for AI and cloud computing.
Avoiding financial exploitation in the age of AI
Emerging technology like AI creates opportunities, but it can also present risks – including the increased risk of financial exploitation.
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.
Research in action: 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.