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.
2018 Research
| Analyst | Sector | Spring 2018 | Fall 2018 |
|---|---|---|---|
| Kyle Davies | Health Care | Hologic (HOLX) Shire PLC (SHPG) Medical Devices |
|
| Trevor Dursky | Financial Services | The Hartford Financial Services Group (HIG) SEI Investments (SEIC) Asset Management |
|
| Hannah Geyer | Consumer Discretionary | Newell Brands (NWL) Comcast Corp. (CMCSA) Pay TV and Media |
|
| Manas Pawar | Energy & Utilities | Pioneer Natural Resources (PXD) EQT Midstream Partners, LP (EQM) Natural Gas Transportation |
|
| Brad Sandor | Consumer Staples & Real Estate | Carriage Services (CSV) Tyson Foods (TSN) Meat Production |
|
| Ifeanyi Ugoh | Technology & Telecom | Cisco Systems (CSCO) Analog Devices (ADI) Semiconductor Industry |
|
| Stephen Welling | Industrials & Materials | Eastman Chemical (EMN) United Rentals (URI) Industrial Equipment |
|
| Jason Woodruff | Technology & Telecom | Facebook (FB) Automatic Data Processing (ADP) Payroll Services |