Henry Fund, Henry B. Tippie School of Management

Spring 2009 Research Coverage

The Henry Fund utilizes a top-down approach to research that integrates economic, industry, and company analysis.  Analysts employ a variety of valuation techniques including discounted cash flow (DCF), economic value added (EVA), relative multiple (P/E, P/B, PEG ratio), and fundamental multiple analysis.  Finally, all models are sensitivity tested against critical assumptions.

ANALYST SECTOR COMPANY (.pdf files)
John Culley Materials & Energy Offshore Drillers
Sherwin-Williams (SHW)
Noble Corp. (NE)
Mark Moller Industrials

Iana Stahov Consumer Discretionary Broadcasting: TV & Radio
Apollo Group (APOL)
DirecTV (DTV)
Monty Piyush Gupta Consumer Staples Food & Beverage
Procter & Gamble (PG)
Safeway (SWY)
Alan Adams Energy Natural Gas
Chesapeake Energy (CHK)
Atmos Energy (ATO)
Sebastian Bock Financial Services Exchanges
Equifax (EFX)
Intercontinental Exchange (ICE)
Anil Ramchandani Financial Services Property & Casualty Insurance
The Travelers Company (TRV)
Chubb Corporation (CB)
Ibeth Molina Health Care Pharmaceuticals
Johnson & Johnson (JNJ)
Abott Laboratories (ABT)
Samantha Lane Health Care Medical Products & Supplies
Boston Scientific (BSX)
Stryker (SYK)
Jiarong Xia Technology Semiconductors
Intel (INTC)
Amazon.com (AMZN)
Arindam Majumdar Technology Enterprise Software
Google (GOOG)
Microsoft (MSFT)
Carl Schumacher Telecom & Utilities Domestic Telecommunications
Verizon Inc. (VZ)
QUALCOMM (QCOM)


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