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.
2026 Research
| ANALYST | SECTOR | SPRING 2026 | FALL 2026 |
|---|---|---|---|
| Talen Butler | Healthcare | ||
| Connor Costley | Financial Services | ||
| Jack Gorsche | Consumer Staples | ||
| Joe Hotovec | Financial Services | ||
| Nathan Lodes | Consumer Discretionary |
| |
| Lino Padron Reyes | Energy | ||
| Cade Rounds | Industrials & Utilities | ||
| Josh Smiley | Information Technology | ||
| Jeronimo Wagner | Information Technology & Communication Services | ||
| Sebastian Zuniga | Industrials |
|
2025 Research
ANALYST | SECTOR | SPRING 2025 | FALL 2025 |
|---|---|---|---|
| Patrick Clark | Financial Services & Real Estate | ||
| Dominic Corpolongo | Communications & Technology | ||
| Jack Gorsche | Consumer Staples & Technology | ||
| Sean Haggerty | Health Care | ||
| Nathan Lodes | Consumer Discretionary | ||
| Lino Padron Reyes | Energy & Utilities | ||
| Charlie Pattinson | Consumer Staples & Technology | ||
| Landon Skinner | Technology | ||
| Kaiden Stoneking | Industrials & Materials | ||
| Caleb Tammen | Consumer Discretionary | ||
| Sraavika Vaddadi | Energy & Utilities | ||
| Sebastian Zuniga | Industrials & Materials |
Contact us
The Henry Fund
Department of Finance
Tippie College of Business
henry-fund@uiowa.edu
Director:
Dennis Hamilton, PhD
dennis-hamilton@uiowa.edu
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