Interview with Janus Henderson Investors Portfolio Manager Denny Fish

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 25 January 2026

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

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Summary

Denny Fish is a Portfolio Manager for the Janice Henderson Investors Global Technology and Innovation Fund. Motley Fool Chief Investment Officer Andy Cross and analyst Asit Sharma recently talked with Fish about the investing landscape, AI, CES, and building resilient portfolios. Hosts: Andy Cross, Asit Sharma Guest: Denny Fish Producer: Bart Shannon, Mac Greer Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We're practitioners and we go out. We talk to all the industry participants and the CEOs of these companies and the people making these decisions.
0:11.8	And we just had our entire team down in Arizona for the UBS Tech Conference and met with pretty much the who's who of technology, you know, over that span.
0:21.3	And it's not slowing down by any means. And for those that are skeptical, I would urge you to talk
0:26.3	to the practitioners and, you know, forget about all the noise on Wall Street right now and
0:30.2	follow the data points.
0:35.8	That was Denny Fish, portfolio manager for the Janice Henderson Investors Global Technology and Innovation Fund.
0:42.8	I'm Motleyful, producer Mac Rear.
0:45.1	Now, Motleyful Chief Investment Officer Andy Cross and analyst Asset Sharma recently talked with Fish about the investing landscape, AI, CES, and how to build a resilient portfolio.
0:58.4	Enjoy.
0:59.6	Welcome to another Motley Fool conversation.
1:01.6	I'm Andy Cross alongside here, senior analyst and advisor, Asset Schrama.
1:05.9	Today we welcome Denny Fish to the Motley Fool.
1:08.0	Denny is a portfolio manager for the Janice Henderson Global Technology and Innovation Fund, and he also leads up the firm's technology sector research team, among many things, Denny, that I'm sure you do at Janice Henderson. Thank you so much for joining us. And welcome to the Motley Fool, Denny. Absolutely. Thanks for having me. Denny, it's great to have a chance to talk to you. Asset, thanks for joining me because there is a lot of overlap in the styles and the stocks and the holdings as we look through the global tech and innovation fund among many of the other holdings of Janice that you all have invested in over the years. And we've been big fans just in following along. Some of the most innovative investors that I know in the tech space.
1:46.6	So it's great to have a chance to talk to you.
1:48.1	And maybe we'll just start off, Denny,
1:49.5	with an overall thought on the markets and tech investing.
1:52.5	We just wrapped up another great year for the markets,
1:55.7	especially in large-cap tech stocks.
1:57.7	So maybe you can start off by giving us your thoughts
2:00.0	on the investing landscape
2:01.1	to start 2026. Yeah, absolutely. You know, we continue to be pretty optimistic about the tech market
2:09.6	in general. I mean, you know, the fact of the matter is kind of the most important decision
	...

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