Student-managed equity fund with professional oversight

The Henry Fund is an endowed equity portfolio managed by select graduate and undergraduate students at the University of Iowa’s Tippie College of Business. The Fund targets US-traded companies that are industry leaders and can be purchased at attractive prices relative to value.

Each analyst specializes in one or more economic sectors. Team members analyze current holdings, identify potential opportunities, implement control systems, and monitor the Fund’s performance. Analysts also deliver semi-annual presentations to an independent advisory board of financial professionals, which oversees all investment decisions.