2012 Henry Fund Analysts Announced

The 2012-2013 Henry Fund analysts have been selected. Students will begin managing the fund when they return for spring semester classes in January. The endowed fund was named after its two founding benefactors, Henry Royer and Henry B. Tippie, who wanted students to experience a blend of academic rigor and real-world portfolio management experience. Tippie’s student-managed investment portfolio is one of the best in the country, and competition to be among those who manage it is fierce.

The application includes two parts: first, an equity research report with an investment recommendation (buy or sell), complete with a company valuation, target price, and data that back up the choice. Second, applicants prepare a presentation of their research to a panel of outgoing Henry Fund analysts and Henry Fund alumni. Below is a list of students who made this prestigious group.  Learn more about the Henry Fund online.

Corey Becker

Garrett Dean

Deanna Frushour

Venu Gadde

Seth Goldstein

Micah James

Ryan Jennings

Nick Johnson

Nilesh Patil

Patrick Roche

Ravish Sharma

Neil Voss

Huaxin Zhang

Catherine Zaharis

About Catherine Zaharis

Cathy joined Tippie in 2008 as the Business Director of the Finance Career Academy. Her experience as a Portfolio Manager and Analyst with Principal Global Investors (1982-2005) makes her a valuable asset, both in terms of her expertise of the industry and her many business connections. Cathy obtained her BBA from The University of Iowa and an MBA from Drake University. She has been a Chartered Financial Analyst (CFA) since 1986 and is a past president of the CFA Society of Iowa.