Category Archives: Henry Fund

Culley Joins Henry Fund Board

Posted on May 13, 2013 — Leave a Comment

The Henry Fund is pleased to welcome John Culley, CFA to our advisory board. John is a small-cap equity analyst with the State of Wisconsin Investment Board (SWIB) in Madison, WI, which has actively recruited students from the Henry Fund program. John was a member of the 2009 Henry Fund research team and graduated from [...]

Also posted in Announcements, MBA

Portfolios Rebalanced

Posted on May 13, 2013 — Leave a Comment

Last week, the Henry Fund and Krause Fund teams completed their end-of-the-semester trades and portfolio rebalancing. The updated spreadsheet portfolios for both funds are now available on each fund’s website. Henry Fund Krause Fund

Also posted in Investing, Krause Fund

Henry Fund Analysts Present Spring Semester Research

Posted on May 2, 2013 — Leave a Comment

The 2013 Henry Fund research team will deliver their spring semester research to the Fund’s investment advisory board Friday, May 3rd, in S401 PBB from 10:00 a.m. – 3:00 p.m. The presentation schedule includes 22 current and potential companies that were covered this semester. Members of the Tippie community are welcome to attend any portion of the [...]

Also posted in Investing

Spring Henry Fund and Krause Fund Research

Posted on April 29, 2013 — Leave a Comment

The Henry Fund and Krause Fund analysts have released their spring 2013 investment research, covering current and potential fund holdings. The latest research reports, which analyze 46 companies, are now available on the each fund’s website. Henry Fund Research Krause Fund Research

Also posted in Investing, Krause Fund

Henry Fund Tops $3.0 million

Posted on March 14, 2013 — Leave a Comment

This afternoon, the Henry Fund portfolio crossed the $3,000,000 threshold in assets under management for the first time in its 19-year history. The fund began with an initial investment of $50,000 in April of 1994. Today, the fund manages a collection three separate scholarship and endowment accounts: MBA Student Scholarships (21.37%) Athletic Scholarships (40.30%) General [...]

Also posted in Investing, MBA

Henry Fund Economic Forecasts – March 2013

Posted on March 6, 2013 — Leave a Comment

During the semester, the Henry Fund analyst team generates a monthly consensus outlook for the U.S. economy. We survey the 11 fund analysts across ten macro-economic variables, with each analyst providing his or her short-term (six-month) and intermediate-term (two-year) forecasts. These estimates form the basis for class discussion about portfolio construction, sector allocation, and future research. [...]

Also posted in Economy

Opening of the Spring Semester

Posted on January 23, 2013 — Leave a Comment

The spring semester begins this week at Tippie. A new group of Henry Fund and Krause Fund analysts officially takes over our portfolios today. There are currently 48 students enrolled in my Applied Equity Valuation (Krause Fund) course, 23 students in my Financial Modeling and Firm Valuation (MBA) course, and 11 analysts in the Applied [...]

Also posted in Krause Fund, Life at Tippie

Henry Fund and Krause Fund Portfolios Updated

Posted on December 10, 2012 — Leave a Comment

Last week, the Henry Fund and Krause Fund teams completed their end-of-the-semester portfolio rebalancing transactions. The updated portfolios for both funds are now available on each fund’s website.

Also posted in Krause Fund

Henry Fund Analysts Present to Advisory Board

Posted on November 30, 2012 — Leave a Comment

The 2012 Henry Fund research team will deliver their final semester research to the Fund’s investment advisory board today in W401 PBB from 10:00 a.m. – 3:00 p.m. The presentation schedule includes 39 different companies that were covered this semester. Members of the Tippie community are welcome to attend any portion of the presentations.

Also posted in Investing, MBA

Introducing the 2013 Henry Fund Research Team

Posted on November 29, 2012 — Leave a Comment

Congratulations to the newest members of the Henry Fund research team! These 11 analysts will take over management of the $2.7 million Henry Fund portfolio with the start of the spring 2013 semester. Aasim Shaik (Financial Services) Timothy Conley (Financial Services) Eric Anfinson (Consumer Staples) William Patterson (Telecom + Utilities) Puneet Narad (Technology) Preeti Shrivastav [...]

Also posted in MBA

Todd Houge

Todd Houge is the Curt and Carol Lane Faculty Fellow in the Tippie College of Business. He teaches applied equity valuation, applied portfolio management, and wealth management courses to undergraduate and MBA students. Todd also supervises the department’s award-winning Henry Fund and Krause Fund programs, which provide a real-world, money-management opportunity for UI students.

Todd received a Ph.D. in Finance and an MBA from the University of Iowa. He also earned his Bachelor of Arts degree from Wartburg College and holds the Chartered Financial Analyst (CFA) designation from the CFA Institute.