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

Jocelyn Liu Financial Services CME Group (CME)
Visa (V)
Payment Processing

Willow Miller Consumer Staples & Real Estate Prologis (PLD)
Walmart (WMT)
Warehouse Retail

Jack Simpson Consumer Discretionary Nike (NKE)
Starbucks (SBUX)
Retail Coffee

Adam Wang Technology Apple (AAPL)
Cisco Systems (CSCO)
Networking Equipment

2019 Research

Analyst Sector Spring 2019 Fall 2019
Matthew Detweiler Consumer Staples Carriage Services
Walmart Inc. (WMT)
US Death Care
Tyson Foods (TSN)
CVS Health Corp. (CVS)
Monster Beverage Corp. (MNST)
Zachary Geerdes Consumer Discretionary Newell Brands (NWL)
Choice Hotels Int'l (CHH)
Home and Office Products
Starbucks Corp. (SBUX)
McDonald's Corp. (MCD) (AMZN)
Austin Hassett Technology Activision Blizzard (ATVI)
MKS Instruments (MKSI)
Video Games
Fortinet (FTNT)
Apple (AAPL)
Leidos Holdings (LDOS)
Matthew Hubbell Communications Facebook (FB)
Comcast (CMCSA)
Digital Advertising
TripAdvisor (TRIP)
Humana (HUM)
Alphabet (GOOGL)
Mark Newman Financial Services & Real Estate Visa (V)
Commerce Bancshares (CBSH)
Payment Processing
JPMorgan Chase (JPM)
CME Group (CME)
Iron Mountain (IRM)
Trenton Savage-Warren Financial Services & Real Estate The Hartford Group (HIG)
Prologis Inc. (PLD)
P&C Insurance
American Tower Corp. (AMT) (CRM)
Marsh & McLennan Cos. (MMC)
Jackson Smith Energy & Utilities Darling Ingredients (DAR)
PPL Corp. (PPL)
Renewable Energy
Atmos Energy Corp. (ATO)
NextEra Energy (NEE)
Pioneer Natural Resources (PXD)
Elisa Suarez Gil Health Care Hologic (HOLX)
Genomic Health (GHDX)
In Vitro Diagnostics
Medtronic (MDT)
Abiomed (ABMD)
Regeneron Pharmaceuticals (REGN)
Ryan Wallen Industrials & Materials Eastman Chemical (EMN)
Waste Connections (WCN)
Diversified Chemicals
Trex Company (TREX)
United Rentals (URI)
The Toro Company (TTC)
Ziyi Zhang Technology Microsoft (MSFT)
Artificial Intelligence
Analog Devices (ADI)
Cisco Systems (CSCO)
Nike (NKE)