Krause Fund Research

SPRING 2008 Research Coverage:

Krause Fund analysts employ a top-down approach to research that integrates economic, industry, and company analysis.  Students 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.

Team	Fund Holding	New Company
Rachel Kersten  •  Sylvia Smith • Matthew Warren	SOUTHERN COPPER CORP.	LOCKHEED MARTIN CORP.
Grace Horvat • Dezerae Griffin • Jared Lohmann	YUM! BRANDS, INC.	PETSMART
Michael Mittlestadt • Chris Ehlke • Nick Satariano	BOEING	DEERE & CO.
Dan Grotheer • Ben Breuer • Nick McClure	FACTSET RESEARCH SYSTEMS	INTERN’L BUSINESS MACHINES
Charles Town • Kaitlin Japuntich • Yuejuan Li	HEWLETT-PACKARD	WALGREEN CO.
Eric Doty • Tim Holmes • Matt Diehl	TARGET CORP.	H.J. HEINZ CO.
Andrew Bliss • Mollie Grolmus	PEPSICO, INC.	ANHEUSER-BUSCH
Sherry Zhou •Bryan Emery • Toni Chrisman	ELI LILLY & CO.	TEVA PHARMA. INDUSTRIES
Drew Dexter •Charlie Bullen • Kevin Beaudette	SCHLUMBERGER LTD. NOBLE CORP.
Songxian Tan • Yiwei Jiang • Li Bo	APPLE INC.	MICROSOFT CORP.
Adam McCullough • Christian Petersen • Lan Huang	PRINCIPAL FINANCIAL GROUP	HUDSON CITY BANCORP
Kevin McWhorter • Joshua Hansen •  Tetsuya Hayashi	AT&T	FPL GROUP

Research Archives:
Fall 2007 Research Coverage