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.
2019 Research
| Analyst | Sector | Spring 2019 | Fall 2019 |
|---|---|---|---|
| Matthew Detweiler | Consumer Staples | Carriage Services Walmart Inc. (WMT) US Death Care |
|
| Zachary Geerdes | Consumer Discretionary | Newell Brands (NWL) Choice Hotels Int'l (CHH) Home and Office Products |
|
| Austin Hassett | Technology | Activision Blizzard (ATVI) MKS Instruments (MKSI) Video Games |
|
| Matthew Hubbell | Communications | Facebook (FB) Comcast (CMCSA) Digital Advertising |
|
| Mark Newman | Financial Services & Real Estate | Visa (V) Commerce Bancshares (CBSH) Payment Processing |
|
| Trenton Savage-Warren | Financial Services & Real Estate | The Hartford Group (HIG) Prologis Inc. (PLD) P&C Insurance |
|
| Jackson Smith | Energy & Utilities | Darling Ingredients (DAR) PPL Corp. (PPL) Renewable Energy |
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| Elisa Suarez Gil | Health Care | Hologic (HOLX) Genomic Health (GHDX) In Vitro Diagnostics |
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| Ryan Wallen | Industrials & Materials | Eastman Chemical (EMN) Waste Connections (WCN) Diversified Chemicals |
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| Ziyi Zhang | Technology | Microsoft (MSFT) NVIDIA Corp. (NVDA) Artificial Intelligence |