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.
2023 Research
| Analyst | Sector | Spring 2023 | Fall 2023 |
|---|---|---|---|
| Clayton DeBrower | Consumer Discretionary & Materials | Quick Service Restaurants McDonald's (MCD) Boyd Gaming (BYD) |
|
| Yash Diwate | Financial Services | Regional Banks SVB Financial Group (SIVB) JPMorgan Chase (JPM) |
|
| Chellvyn Lai | Health Care | Managed Healthcare CVS Health Corp. (CVS) Johnson & Johnson (JNJ) |
|
| Emily Lopata | Energy & Industrials | Exploration & Production ConocoPhillips (COP) Waste Connections (WCN) |
|
| Connor Neuhaus | Technology & Communications | Technology Hardware Apple (AAPL) Salesforce.com (CRM) |
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| Keelen Swain | Consumer Staples, Real Estate & Utilities | Prologis (PLD) VICI Properties (VICI) Tyson Foods (TSN) |
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| Daniel Szabo | Technology & Communications | Semiconductors NVIDIA Corp. (NVDA) Cisco Systems (CSCO) |