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!
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