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.

2024 Research

ANALYSTSECTORSPRING 2024FALL 2024
Omar AminEnergy & Utilities

Exploration & Production

ConocoPhillips (COP)

EOG Resources (EOG)

Marathon Petroleum (MPC)

NextEra Energy (NEE)

Eaton Corporation plc. (ETN)

Jared ChmelkaFinancial Services & Real Estate

Industrial Real Estate

Prologis (PLD)

JPMorgan Chase (JPM)

Visa (V)

Toll Brothers (TOL)

Vistra Corp. (VST)

Valentina EspinosaIndustrials & Materials

Specialty Chemicals

Eastman Chemical (EMN)

Waste Connections (WCN)

Honeywell International (HON)

AGCO Corporation (AGCO)

MasTec (MTZ)

Abdulqudus OpeloyeruFinancial Services & Real Estate

Credit Rating Agencies

Moody's (MCO)

Marsh & McLennan Cos. (MMC)

The Progressive Corp. (PGR)

Lennar (LEN)

Airbnb (ABNB)

Charlie PattinsonCommunications

Video Streaming Services

Walt Disney (DIS)

Netflix (NFLX)

Alphabet (GOOGL)

Meta Platforms (META)

T-Mobile US (TMUS)

Nick PittmanConsumer Discretionary & Staples

Sports Entertainment

Topgolf Callaway Brands (MODG)

General Mills (GIS)

Tesla (TSLA)

The Coca-Cola Company (KO)

Lululemon Athletica (LULU)

Michael ScheldrupTechnology

Graphics Processing Units

NVIDIA Corp. (NVDA)

Apple (AAPL)

Synopsys (SNPS)

Axon Enterprise (AXON)

Adobe (ADBE)

Caleb TammenHealth Care

Pharmacy Benefit Management

CVS Health (CVS)

Abbott Laboratories (ABT)

Johnson & Johnson (JNJ)

McKesson Corp. (MCK)

Intuitive Surgical (ISRG)

Carter TurbettConsumer Discretionary & Staples

Casinos and Gaming

Boyd Gaming (BYD)

Royal Caribbean Cruises (RCL)

Walmart (WMT)

Target (TGT)

Amazon.com (AMZN)

Sarah WigTechnology

Operating System Software

Microsoft (MSFT)

Cisco Systems (CSCO)

Dell Technologies (DELL)

Salesforce (CRM)

Broadcom (AVGO)

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

Support the Henry Fund

Help ensure that UI business students receive the training and skills they need to excel in today's world.