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.

2024 Research

Analyst Sector Spring 2024 Fall 2024
Omar Amin Energy & Utilities Exploration & Production
ConocoPhillips (COP)
EOG Resources (EOG)

Jared Chmelka Financial Services & Real Estate Industrial Real Estate
Prologis (PLD)
JPMorgan Chase (JPM)

Valentina Espinosa Industrials & Materials Specialty Chemicals
Eastman Chemical (EMN)
Waste Connections (WCN)

Abdulqudus Opeloyeru Financial Services & Real Estate Credit Rating Agencies
Moody's (MCO)
Marsh & McLennan Cos. (MMC)

Charlie Pattinson Communications Video Streaming Services
Walt Disney (DIS)
Netflix (NFLX)

Nick Pittman Consumer Discretionary & Staples Sports Entertainment
Topgolf Callaway Brands (MODG)
General Mills (GIS)

Michael Scheldrup Technology Graphics Processing Units
Apple (AAPL)

Caleb Tammen Health Care Pharmacy Benefit Management
CVS Health (CVS)
Abbott Laboratories (ABT)

Carter Turbett Consumer Discretionary & Staples Casinos and Gaming
Boyd Gaming (BYD)
Royal Caribbean Cruises (RCL)

Sarah Wig Technology Operating System Software
Microsoft (MSFT)
Cisco Systems (CSCO)

2023 Research

Analyst Sector Spring 2023 Fall 2023
Clayton DeBrower Consumer Discretionary & Materials Quick Service Restaurants
McDonald's (MCD)
Boyd Gaming (BYD)
Amazon (AMZN)
Coca Cola Company (KO)
Walmart (WMT)
Yash Diwate Financial Services Regional Banks
SVB Financial Group (SIVB)
JPMorgan Chase (JPM)
Tesla (TSLA)
Moody's Corp. (MCO)
Marsh & McLennan Cos. (MMC)
Chellvyn Lai Health Care Managed Healthcare
CVS Health Corp. (CVS)
Johnson & Johnson (JNJ)
Humana (HUM)
Schlumberger Limited (SLB)
McKesson Corp. (MCK)
Emily Lopata Energy & Industrials Exploration & Production
ConocoPhillips (COP)
Waste Connections (WCN)
MasTec (MTZ)
Marathon Petroleum (MPC)
Connor Neuhaus Technology & Communications Technology Hardware
Apple (AAPL) (CRM)
Walt Disney Co. (DIS)
Alphabet (GOOGL)
Topgolf Callaway Brands (MODG)
Keelen Swain Consumer Staples, Real Estate & Utilities Prologis (PLD)
VICI Properties (VICI)
Tyson Foods (TSN)

Daniel Szabo Technology & Communications Semiconductors
Cisco Systems (CSCO)
Synopsys (SNPS)
Microsoft (MSFT)
Visa (V)