Category Archives: Investing

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 Henry Fund, 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 Henry Fund

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 Henry Fund, Krause Fund

Lower Fees: No Fooling

Posted on April 3, 2013 — Leave a Comment

Students who enroll in my wealth management courses likely know that I am a strong advocate for minimizing investment related fees, especially expense ratios on mutual funds. The Vanguard Group is widely known as having among the lowest expense ratios in the industry. Thus, on Monday, even though it was April Fool’s Day, I was [...]

Also posted in Wealth Management

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 Henry Fund, MBA

Does a Ravens’ Super Bowl Victory Signal Sell, Sell, Sell?

Posted on February 7, 2013 — Leave a Comment

Fans of stock market anomalies were no doubt cheering for a San Francisco 49ers victory over the Baltimore Ravens during Super Bowl XLVII. To most, the Super Bowl is a time to gather with friends, watch commercials, eat too much, and occasionally catch a few plays of the game. But to the investment geeks at [...]

Also posted in Sports

Krause Fund Presentations

Posted on December 3, 2012 — Leave a Comment

The 36 analysts of the fall Krause Fund program will deliver their final investment presentations to the Fund’s advisory board this afternoon. The presentations are scheduled from 1:00-5:00 p.m. in S401 and W401 PBB.

Also posted in Krause Fund, Life at Tippie

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 Henry Fund, MBA

The Nexus of Gorilla Glass

Posted on September 23, 2012 — Leave a Comment

On Friday, a second Google Nexus 7 arrived on my doorstep. I have enjoyed using the 7″ tablet, which runs the Android 4.1 Jelly Bean operating system, and the compact size will certainly be convenient for traveling. The lower price of the Nexus compared to the iPad was certainly an attractive feature for me. But, [...]

Also posted in Henry Fund

Interview: Josh Brown, “The Reformed Broker”

Posted on August 29, 2012 — Leave a Comment

A few weeks ago, I posted a brief review of Josh Brown’s book, “Backstage Wallstreet,” which details his former career as a broker. This morning, Yahoo! Finance’s Daily Ticker features a great interview with Brown. In the six-minute interview, he discusses the brokerage industry, commission structures, and his personal decision to leave the commission-based brokerage [...]

Also posted in Wealth Management

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.