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 |
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) |
2017 Research