The Henry Fund is an endowed equity portfolio managed by select Master of Finance students at the University of Iowa’s Tippie College of Business. Our Fund targets US-traded companies that are industry leaders with above-average investment potential.

The 2020 Management Team

Front (left to right): Michael Carr, Megann Bohlken, Jocelyn Liu, Willow Miller. Back: Jack Simpson, Cooper LaRue, Jintao He, Ruotian Kang, Mohan (Adam) Wang.

Each analyst specializes in one or more economic sectors. Team members are responsible for analyzing current holdings, identifying potential opportunities, implementing control systems, and monitoring the Fund’s performance. Analysts also deliver semi-annual presentations to an independent advisory board of financial professionals, which oversees all investment decisions of the Fund.