A tech-stock fund manager who’s crushed the S&P 500 over the last 3 years shares 4 companies he’s most bullish on now

• Denny Fish is directed by Janus Henderson Global Technology and Innovation Fund (Jagtx).

• The fund has increased by 136% since October 2022 and 81% for S&P 500.

• Fish told Business Insider that he is currently the most bull.

Before the portfolio management days, Denny Fish worked as a sales manager. Prophecy. As the Dot-Com the explosion developed, he saw an incredible demand for software products, and then an experience that would inform his mentality as an investor: What was the next revolutionary idea he could take forward?

Fish, “I watched the internet explosion, I had an front row seat because I was in Oracle and the storm was in the eyes.” He said. “So my investment philosophy ‘wow, always looking for this great idea.’ ‘

“Because the great idea will express himself in a way that no one can appreciate for a few years, and when you go behind this great idea, don’t let anyone shake you, because it is called a law of power in technology investment.”

Twenty years later, Fish AI was perfectly positioned for the explosion. As a joint manager of Janus Henderson Global Technology and Innovation Fund (Jagtx), his best assets are in the AI ​​ecosystem: Nvidia, Microsoft, Taiwan Semiconductor and Broadcom. Only these four names make up 42% of Jagtx, which all of them have been holding for more than a year and a half.

The impressive squad has led to a few years for fish. Since October 2022, the fund has increased by 136% and crushed 81% of the S&P 500.

Today, Fish still thinks that AI is a great idea to stay behind. However, when asked which stocks are the most currently, three of them were other than the first six holding of 25 stock funds.

The first company listed fish – and that Among the biggest holdings-Tayvan Semiconductor, because Chip demand continues to be strong. This is the third largest holding of 9.49%of the fund.

“If you are a Broadcom or Nvidia, there is only one place to produce your chips, and these TSMC processes, know-how and leadership were given.” He said.

Later, Cadence (CDNS), an electronic design automation company, said that it was well positioned for ongoing AI hardware demand. The stock is 2.47%of the eighth largest holding of the fund.

“This is a global duo, Cad Cadence said, and his rival Sinopsis. He continued: “There are raid market positions, incredible benefits for capital, and there are businesses that you can not proceed with chip design without one of these two companies.”