Research approach
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.
2025 Research
ANALYST | SECTOR | SPRING 2025 | FALL 2025 |
|---|---|---|---|
| Patrick Clark | Financial Services & Real Estate | Robinhood Markets (HOOD) | |
| Prologis (PLD) | |||
| REIT Industry | |||
| Dominic Corpolongo | Communications & Technology | Meta Platforms (META) | |
| Netflix (NFLX) | |||
| Video Streaming Services | |||
| Sean Haggerty | Health Care | AbbVie (ABBV) | |
| Abbott Laboratories (ABT) | |||
| Medical Devices | |||
| Charlie Pattinson | Consumer Staples & Technology | ServiceNow (NOW) | |
| Procter & Gamble (PG) | |||
| Landon Skinner | Technology | Snowflake (SNOW) | |
| NVIDIA Corp. (NVDA) | |||
| Artificial Intelligence | |||
| Kaiden Stoneking | Industrials & Materials | ADT Inc. (ADT) | |
| Waste Connections (WCN) | |||
| Caleb Tammen | Consumer Discretionary | Tesla (TSLA) | |
| Boyd Gaming (BYD) | |||
| Sraavika Vaddadi | Energy & Utilities | Vistra Corp. (VST) | |
| Marathon Petroleum (MPC) |
2024 Research
Contact us
The Henry Fund
Department of Finance
Tippie College of Business
henry-fund@uiowa.edu
Academic Advisor:
Todd Houge, Ph.D., CFA
todd-houge@uiowa.edu
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