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 |
|
| Michael Carr | Health Care | Humana (HUM) Medtronic (MDT) Cardiovascular Devices |
|
| 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 |
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| Jocelyn Liu | Financial Services | CME Group (CME) Visa (V) Payment Processing |
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| Willow Miller | Consumer Staples & Real Estate | Prologis (PLD) Walmart (WMT) Warehouse Retail |
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| Jack Simpson | Consumer Discretionary | Nike (NKE) Starbucks (SBUX) Retail Coffee |
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| Adam Wang | Technology | Apple (AAPL) Cisco Systems (CSCO) Networking Equipment |