Research

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.

2020 Research

Analyst Sector Spring 2020 Fall 2020
Megann Bohlken Technology Intel (INTC)
Microsoft (MSFT)
Cloud Computing
Salesforce.com (CRM)
Leidos Holdings (LDOS)
Accenture (ACN)
Michael Carr Health Care Humana (HUM)
Medtronic (MDT)
Cardiovascular Devices
Regeneron Pharmaceuticals (REGN)
CVS Health (CVS)
Johnson & Johnson (JNJ)
Jintao He Materials & Industrials The Toro Company (TTC)
Waste Connections (WCN)
Waste Services


Ruotian Kang Energy & Utilities Xcel Energy (XEL)
NextEra Energy (NEE)
Renewable Energy


Cooper LaRue Communications Electronic Arts (EA)
Facebook (FB)
Digital Advertising
Walt Disney (DIS)
Alphabet (GOOGL)
MGM Resorts (MGM)
Jocelyn Liu Financial Services CME Group (CME)
Visa (V)
Payment Processing
Moody's Corp. (MCO)
JPMorgan Chase (JPM)
Expedia Group (EXPE)
Willow Miller Consumer Staples & Real Estate Prologis (PLD)
Walmart (WMT)
Warehouse Retail
Rexford Ind. Realty (REXR)
Monster Beverage (MNST)
Tyson Foods (TSN)
Jack Simpson Consumer Discretionary Nike (NKE)
Starbucks (SBUX)
Retail Coffee
McDonald's (MCD)
Amazon.com (AMZN)
Constellation Brands (STZ)
Adam Wang Technology Apple (AAPL)
Cisco Systems (CSCO)
Networking Equipment