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.
2021 Research
| Analyst | Sector | Spring 2021 | Fall 2021 |
|---|---|---|---|
| Raymund Boltron | Health Care | Managed Care Humana (HUM) IDEXX Laboratories (IDXX) |
|
| Matthew Hodges | Energy, Industrials & Utilities | Agricultural Equipment AGCO Corp. (AGCO) The Toro Company (TTC) |
|
| Jacob Kammerer | Communications | Digital Advertising Facebook (FB) Netflix (NFLX) |
|
| John (Jack) Moore | Consumer Discretionary | Quick Service Restaurants McDonald's (MCD) Starbucks (SBUX) |
|
| Yasmine Nosair | Financial Services & Real Estate | Industrial REITs Prologis (PLD) CME Group (CME) |
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| Fangxing Wei | Technology | IT Services: Government Leidos Holdings (LDOS) Salesforce.com (CRM) |
|
| Jack Wells | Technology | Networking Equipment Cisco Systems (CSCO) Accenture plc (ACN) |
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| XianXi Yang | Consumer Staples & Materials | Diversified Chemicals Eastman Chemical (EMN) Air Products & Chemicals (APD) |