Reflections on the World of Investments, Finance, and Wealth Management.

Category Archives: Krause Fund

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, 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 Henry Fund, Investing

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 Henry 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 Henry Fund

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 Investing, Life at Tippie

Henry Fund and Krause Fund Releases Fall Research

Posted on November 18, 2012 — Leave a Comment

The Henry Fund and Krause Fund analysts have released their fall 2012 research, covering current and potential fund holdings. The latest research reports, analyze  more than 60 companies, are now available on the each fund’s website. Henry Fund Research Krause Fund Research

Also posted in Henry Fund

Henry Fund Alum Returns to Class

Posted on November 13, 2012 — Leave a Comment

Yesterday, the Henry Fund and Krause Fund classes hosted Jonathan Perez, CFA as a guest speaker. Jonathan is a credit analyst covering banks on the fixed income team at Principal Global Investors in Des Moines. He was a member of the Henry Fund research team in 2006 covering our financial services sector, he and completed [...]

Also posted in Henry Fund

Another Zombie Invasion

Posted on November 13, 2012 — Leave a Comment

It is time for this semester’s zombie invasion at Tippie. There have again been increased reports of zombie activity concentrated near the computer lab as Krause Fund analysts submit final drafts of their fall semester research tonight.  The teams have been spending long hours completing their reports and finalizing their valuation models over the past [...]

Also posted in Life at Tippie

Like a Good Neighbor

Posted on October 22, 2012 — Leave a Comment

Last Monday, the Henry Fund and Krause Fund programs hosted guest speakers from State Farm Investments. Chad Moser, CFA and Robert Stephan, CFA, spoke to the teams about the structure of the investment portfolio and investment philosophy at State Farm, which as a mutual insurance company, takes a more conservative approach than many publicly-traded firms. [...]

Also posted in Henry Fund

Inside Iowa at Tippie

Posted on September 23, 2012 — Leave a Comment

Last Friday, I had the opportunity to present the Henry Fund and Krause Fund programs to a wonderful group of alumni at the University of Iowa Foundation’s Inside Iowa event. The group spent the day learning about some of the amazing initiatives taking place all over campus. At Tippie, they heard a brief introduction from [...]

Also posted in Henry Fund
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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.

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