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 20 years of financial industry experience.
Products Managed
Articles Written
AI: A long time coming and a long way to go
Generative AI is set to radically alter how humans interact with technology, likely ushering in an era of rising productivity.
Hangover cure: Tapping into global growth with thematic equities
Janus Henderson’s recent Global Investment Summit explored growth drivers in equities, noting record levels of innovation in healthcare and technology as well as developments in real estate and sustainability.
Research in Action: Finding sustainable growth in the tech sector in 2024
As initial enthusiasm for AI subsides, investors will need to focus on identifying practical applications and other sources of durable growth.
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.
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?