Denny Fish - A $5.4 Billion Fund, The Inflection Election & Favourite Tech Innovators

This week I spoke to Denny Fish, Portfolio Manager at Janus Henderson, an asset manager responsible for £272.5 billion of client money. Denny manages Janus's Global Technology and Innovation strategy, a position he’s held since January 2016, and combines those duties with his role as Head of the firm’s Technology Sector Research Team. Denny's fascination for Tech stretches back to his time in Palo Alto, having worked for cloud giant Oracle in the late 90s.

I ask Denny where Tech stocks are headed next, with the market zeitgeist turning towards cyclicals. We speak about the innovative companies that make it into a fund that’s returned nearly 50% in the past 12 months, and Denny finishes by highlighting his favourite tech innovations that are yet to make it into the public consciousness. Enjoy the episode!
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.