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.
2022 Research
| Analyst | Sector | Spring 2022 | Fall 2022 |
|---|---|---|---|
| John Agraz | Health Care | IDEXX Laboratories (IDXX) CVS Health Care (CVS) Managed Care Industry |
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| Kelby Barnewolt | Technology | Shopify (SHOP) Salesforce (CRM) Software Applications |
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| Dan Chapman | Financial Services & Real Estate | SVB Financial Group (SIVB) Moody's Corp. (MCO) Credit Rating Agencies |
|
| Nicholas Feldmann | Consumer Staples, Energy & Utilities | ConocoPhillips (COP) Tyson Foods (TSN) Packaged Foods Industry |
|
| Changze (Colin) Han | Technology | NVIDIA Corp. (NVDA) Apple (AAPL) |
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| Zoe Heimendinger | Consumer Discretionary | Dillard's (DDS) Sally Beauty Holdings (SBH) Beauty Retail Industry |
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| William Marietti | Communications | Iridium Communications (IRDM) Netflix (NFLX) Video Streaming Industry |
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| Gregory Nebel | Industrials & Materials | Pentair plc (PNR) MasTec Inc. (MTZ) Transmission Line Construction Industry |