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.

2019 Research

Analyst Sector Spring 2019 Fall 2019
Matthew Detweiler Consumer Staples Carriage Services
Walmart Inc. (WMT)
US Death Care
Zachary Geerdes Consumer Discretionary Newell Brands (NWL)
Choice Hotels Int'l (CHH)
Home and Office Products
Austin Hassett Technology Activision Blizzard (ATVI)
MKS Instruments (MKSI)
Video Games
Matthew Hubbell Communications Facebook (FB)
Comcast (CMCSA)
Digital Advertising
Mark Newman Financial Services & Real Estate Visa (V)
Commerce Bancshares (CBSH)
Payment Processing
Trenton Savage-Warren Financial Services & Real Estate The Hartford Group (HIG)
Prologis Inc. (PLD)
P&C Insurance
Jackson Smith Energy & Utilities Darling Ingredients (DAR)
PPL Corp. (PPL)
Renewable Energy
Elisa Suarez Gil Health Care Hologic (HOLX)
Genomic Health (GHDX)
In Vitro Diagnostics
Ryan Wallen Industrials & Materials Eastman Chemical (EMN)
Waste Connections (WCN)
Diversified Chemicals
Ziyi Zhang Technology Microsoft (MSFT)
Artificial Intelligence

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)