Henry Fund 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.

Analyst Sector Spring 2015 Fall 2015
Krishnakumar Bakthisaran Health Care

Medical Equipment
Baxter International Inc.
Gilead Sciences

Anika Therapeutics Inc (ANIK)
CVS Health Corp (CVS)
Telsa Motors Inc (TLSA)
Alec Davis Industrials

Delta Airlines
Waste Connections Inc.

Quanta Services Inc (PWR)
Caterpillar (CAT)
Chipotle Mexican Grill, Inc (CMG)
Bernardo Daza Financial Services

Regional Banks
C&F Financial Corporation
Glacier Bancorp Inc.

JPMorgan Chase (JPM)
Citigroup Inc (C)
Fifth Third Bancorp (FITB)
Kapil Dhingra Consumer Staples

Casey's General Stores, Inc.
Universal Corporation

Christina Erbe Telecom & Technology

Internet Publishing, Broadcasting and Search
Adobe Systems, Inc.
Hewlett-Packard Company

Verizon Communications Inc (VZ)
Alphabet Inc (GOOGL)
Stuart Hemesath Financial Services

Life Insurance
Arch Capital Group Ltd.
The Hartford Financial Services Group, Inc

Tanger Factory Outlet Centers Inc (SKT)
Invesco Ltd (IVZ)
AvalonBay Communities Inc (AVB)
Ashutosh Kumar Jha Technology

Display Technology
Activision Blizzard
Corning Incorporated

Michael Kelleher Materials & Utilities

CF Industries
UGI Corporation

American Water Works Company Inc (AWK)
Priceline Group Inc (PCLN)
Hexcel Corporation (HXL)
Jon Kerr Technology

CAE Software
Dolby Laboratories, Inc.

Apple Inc (AAPL)
Garmin Ltd (GRMN)
Linear Technology Corporation (LLTC)
Amit Shah Energy

Helmerich & Payne Inc.
Plains All American Pipeline LP

Schlumberger Limited (SLB)
Renewable Energy Group Inc (REGI)
Chevron (CVX)
Liana Tamakloe Consumer Discretionary

Auto Parts
BorgWarner Inc.
Carriage Services

Winnebago Industries, Inc (WGO)
Wynn Resorts, Limited (WYNN)
Boston Beer Co Inc (SAM)
Royce Walton Health Care

Health Care IT
Cerner Corporation
Perrigo Company PLC
STERIS Corporation

Dicks Sporting Goods Inc (DKS)
Laboratory Corp. of America Holdings (LH)
Stanley Black & Decker, Inc. (SWK)