The Henry Fund utilizes a top-down approach to research that integrates economic, industry, and company analysis. Analysts employ a variety of valuation techniques including discounted cash flow (DCF), economic value added (EVA), relative multiples (P/E, P/B, EV/EBITDA ratio), and fundamental multiple (DDM) analysis. Finally, all models are sensitivity tested against critical assumptions.
2025 Research
| Analyst | Sector | Spring 2025 | Fall 2025 |
|---|---|---|---|
| Patrick Clark | Financial Services & Real Estate | Robinhood Markets (HOOD) Prologis (PLD) REIT Industry |
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| Dominic Corpolongo | Communications & Technology | Meta Platforms (META) Netflix (NFLX) Video Streaming Services |
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| Sean Haggerty | Health Care | AbbVie (ABBV) Abbott Laboratories (ABT) Medical Devices |
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| Charlie Pattinson | Consumer Staples & Technology | ServiceNow (NOW) Procter & Gamble (PG) |
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| Landon Skinner | Technology | Snowflake (SNOW) NVIDIA Corp. (NVDA) Artificial Intelligence |
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| Kaiden Stoneking | Industrials & Materials | ADT Inc. (ADT) Waste Connections (WCN) |
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| Caleb Tammen | Consumer Discretionary | Tesla (TSLA) Boyd Gaming (BYD) |
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| Sraavika Vaddadi | Energy & Utilities | Vistra Corp. (VST) Marathon Petroleum (MPC) |