Research

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

Analyst Sector Spring 2017 Fall 2017
Kriti Anand Consumer Discretionary Auto Parts
BorgWarner (BWA)
Comcast (CMCSA)
Five Below (FIVE)
Knoll (KNL)
Qualcomm (QCOM)
Luv Bhagria Health Care Medical Devices
Hologic (HOLX)
Medtronic (MDT)
Activision Blizzard (ATVI)
Diageo PLC (DEO)
Zimmer Biomet Holdings (ZBH)
Siddhanta Chandra Technology and Telecom Technology Hardware
Apple (AAPL)
T-Mobile (TMUS)
Advanced Micro Devices (AMD)
Cisco Systems (CSCO)
Verizon (VZ)
Aric Jensen Health Care Biotechnology
Gilead (GILD)
Baxter (BAX)
Ebix (EBIX)
Shire PLC (SHPG)
UnitedHealth Group (UNH)
Juhi Narang Technology Social Media
Facebook (FB)
Automatic Data Processing (ADP)
Analog Devices (ADI)
Alphabet (GOOGL)
LogMeIn (LOGM)
Sam Norman Industrials Nondestructive Testing
Mistras Group (MG)
United Rentals (URI)
Delta Air Lines (DAL)
Illinois Tool Works (ITW)
Waste Connections (WCN)
Venkat Ravichandran Consumer Staples Meat Producers
Tyson Foods (TSN)
Casey's General Stores (CASY)
CVS Health (CVS)
Walgreens Boots Alliance (WBA)
Wal-Mart Stores (WMT)
Chris Sankot Materials and Utilities Lithium Extraction
Albemarle Corp. (ALB)
Eastman Chemical (EMN)
American Water Works (AWK)
Aqua America (WTR)
Berry Global Group (BERY)
Shen Shen Financial Services Fin-tech Payments
Visa (V)
SEI Investments (SEIC)
Justin Svenson Financial Services and Real Estate P&C Insurance
Hartford Financial (HIG)
Marsh & McLennan Companies (MMC)
American Tower (AMT)
CoreSite Realty (COR)
Intercontinental Exchange (ICE)
Andrey Uuemaa Energy Unconventional Oil & Gas E&P
EQT Midstream (EQM)
Pioneer Natural Resources (PXD)
Chevron (CVX)
Ensco PLC (ESV)
Viacom (VIAB)