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.

2018 Research

Analyst Sector Spring 2018 Fall 2018
Kyle Davies Health Care Hologic (HOLX)
Shire PLC (SHPG)
Medical Devices
Gilead Sciences, Inc.(GILD)
Medtronic PLC (MDT)
Abiomed, Inc. (ABDM)
Trevor Dursky Financial Services The Hartford Financial Services Group (HIG)
SEI Investments (SEIC)
Asset Management
Commerce Bancshares, Inc. (CBSH)
JPMorgan Chase & Co. (JPM)
Visa, Inc. (V)
Hannah Geyer Consumer Discretionary Newell Brands (NWL)
Comcast Corp. (CMCSA)
Pay TV and Media
McDonald's Corp. (MCD)
Royal Caribbean Cruises Ltd. (RCL)
PVH Corp. (PVH)
Manas Pawar Energy & Utilities Pioneer Natural Resources (PXD)
EQT Midstream Partners, LP (EQM)
Natural Gas Transportation
Aqua America, Inc. (WTR)
Chevron Corp. (CVX)
Darling Ingredients, Inc. (DAR)
Brad Sandor Consumer Staples & Real Estate Carriage Services (CSV)
Tyson Foods (TSN)
Meat Production
American Tower Corp. (AMT)
Walmart Inc. (WMT)
CVS Health Corp. (CVS)
Ifeanyi Ugoh Technology & Telecom Cisco Systems (CSCO)
Analog Devices (ADI)
Semiconductor Industry
Apple, Inc. (AAPL)
Activision Blizzard, Inc. (ATVI)
Microsoft Corp. (MSFT)
Stephen Welling Industrials & Materials Eastman Chemical (EMN)
United Rentals (URI)
Industrial Equipment
Trex Company, Inc. (TREX)
Martin Marietta Materials, Inc. (MLM)
Waste Connections, Inc. (WCN)
Jason Woodruff Technology & Telecom Facebook (FB)
Automatic Data Processing (ADP)
Payroll Services
Alphabet, Inc. (GOOGL)
Starbucks Corp. (SBUX)
Zillow Group, Inc. (ZG)

2017 Research

Analyst Sector Spring 2017 Fall 2017
Kriti Anand Consumer Discretionary

Luv Bhagria Health Care

Siddhanta Chandra Technology and Telecom

Aric Jensen Health Care

Juhi Narang Technology

Sam Norman Industrials

Venkat Ravichandran Consumer Staples

Chris Sankot Materials and Utilities

Shen Shen Financial Services

Justin Svenson Financial Services and Real Estate

Andrey Uuemaa Energy