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 multiple (P/E, P/B, PEG ratio), and fundamental multiple analysis. Finally, all models are sensitivity tested against critical assumptions.

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)

2016 Research

Analyst Sector Spring 2016 Fall 2016
Sam Atari Financial Services Credit Card Networks
Visa Inc. (V)
Glacier Bancorp Inc. (GBCI)
JPMorgan Chase (JPM)
Moody's (MCO)
Chevron (CVX)
Gaurav Ghantkar Technology IT Services
Hewlett Packard (HPE)
Facebook (FB)
Apple (AAPL)
Qualcomm (QCOM)
First Solar (FSLR)
Wallace King Industrials Waste Collection Services
Waste Connection (WCN)
Mistras Group (MG)
Delta Airlines (DAL)
American Water Works (AWK)
Five Below (FIVE)
Ben Martin Consumer Discretionary & Materials Auto Parts and Equipment
BorgWarner (BWA)
Carriage Services (CSV)
Hexcel (HXL)
Chipotle (CMG)
Polaris (PII)
Nihar Patel Consumer Discretionary & Telecom Online Travel Agencies
The Priceline Group (PCLN)
Dick's Sporting Goods (DKS)
Verizon (VZ)
Schlumberger (SLB)
Viacom (VIAB)
Josh Vander Plaats Consumer Staples Infant Formula
Mead Johnson (MJN)
Casey's General Stores (CASY)
CVS Health (CVS)
Costco (COST)
Conoco Philips (COP)
Ajay Rajagopalan Technology Semiconductors
Dolby Laboratories (DLB)
Synopsys (SNPS)
Alphabet (GOOGL)
Analog Devices (ADI)
QEP Resources (QEP)
Charles Schaller Health Care Biotechnology
Gilead Sciences (GILD)
Express Scripts (ESRX)
Medtronic (MDT)
Zimmer Biomet (ZBH)
Shire (SHPG)
Casey Spoden Health Care Medical Equipments
Cerner Corporation (CERN)
Hologic (HOLX)
Baxter (BAX)
Caterpillar (CAT)
United Health (UNH)
Qian Wang Financial Services P&C Insurance
Hartford Financial (HIG)
The Brown & Brown (BRO)
Invesco (IVZ)
AvalonBay (AVB)
CoreSite Realty (COR)