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Five in a Row

Henry Fund wins stock portfolio contest for 5th straight year.

Aldridge Featured in Business Week

Aldridge Featured in BusinessWeek

Henry Fund analyst William Aldridge included in feature.

The Impact Zone

Carl Schumacher

Carl Schumacher has found that Iowa's doors are always open to both the state of Iowa and The University of Iowa. Read more...

The Impact Zone

Welcome to the Henry Fund

The Henry Fund is an endowed equity portfolio managed by select MBA students enrolled in the Applied Securities Management course at the Henry B. Tippie School of Management. The fund invests in companies that are industry leaders with above-average investment opportunities.

2011 Management Team

henry fund photo

FRONT (Left to Right): Songxian Tan, Matt Larew, Deepakkumar Rohida, Rob Rossiter, Matt Hass, Brian Arroyo. BACK: Nathon Patton, Daniel Haut, Spencer Anderson, Justin Lawrence, Matt Mueller, Eldin Sabic, Yakubu Agbese.

Each of the analysts works within one of 10 economic sectors and is responsible for developing an investment review, researching new companies to purchase, and evaluating the ideas of other managers. In addition, fund managers perform the administrative tasks of portfolio management, such as marketing the fund to outside donors and producing an annual report. An independent advisory board of financial professionals oversees the Henry Fund. At the end of each semester, fund managers present their research and investment recommendations to this board for approval.