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The Henry Fund is an endowed equity portfolio managed by select MBA students enrolled in the Applied Securities Management program at the University of Iowa’s Tippie College of Business. Our Fund targets US-traded companies that are industry leaders with above-average investment potential.

2016 Management Team

2016 Henry Fund Team

FRONT (left to right): Casey Spoden, Wallace King, Gaurav Ghantkar, Qian Wang, Ajay Kaushik, Nihar Patel. BACK: Charles Schaller, Josh Vander Plaats, Ben Martin, Cole Lambert, Sam Atari.

Each analyst specializes in one of 10 economic sectors. Team members are responsible for analyzing current holdings, identifying potential opportunities, implementing control systems, and monitoring the Fund’s performance. Analysts also deliver semi-annual presentations to an independent advisory board of financial professionals, which oversees all investment decisions of the Fund.