Henry Fund Research

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 multiple (P/E, P/B, PEG ratio), and fundamental multiple analysis. Finally, all models are sensitivity tested against critical assumptions.

Analyst Sector Spring 2014 Fall 2014
Catherine Carlson Technology & Telecom

Corning (GLW)
Shenandoah Telecommunications (SHEN)

Cincinnati Bell Inc. (CBB)
Adobe Systems Inc. (ADBE)
Verizon Communications Inc. (VZ)
Adam Conzemius Technology Internet Software and Services
Accenture (ACN)
F5 Inc. (FFIV)
Google Inc. (GOOG)
SanDisk Corp. (SNDK)
Activision Blizzard, Inc. (ATVI)
Qi "Alice" Cui Health Care Generic Drugs
TEVA Pharmaceuticals (TEVA)
Celgene (CELG)
CVS Health Corporation (CVS)
Mylan, Inc. (MYL)
Anika Therapeutics Inc. (ANIK)
Jarom Dilworth Materials & Consumer Discretionary Forest Products
Deltic Timber (DEL)
CF Industries (CF)
Costco Wholesale Corporation (COST)
Carriage Services Inc. (CSV)
Perrigo Company Public Limited Company (PRGO)
Michael Emgarten Industrials Waste Collection Services
Waste Connections (WCN)
Borg Warner (BWA)
Quanta Services, Inc. (PWR)
Delta Air Lines, Inc. (DAL)
Celadon Group Inc. (CGI)
Michael Fleagle Consumer Staples Tobacco Industry
Universal Corp. (UVV)
Casey's General Stores (CASY)
United Natural Foods, Inc. (UNFI)
Waddell & Reed Financial, Inc. (WDR)
Winnebago Industries, Inc. (WGO)
Guang "Chris" Jin Financial Services P&C Insurance Industry
Chubb (CB)
Allstate (ALL)
The Hartford (HIG)
Tanger Factory Outlet Centers (SKT)
AvalonBay Communities (AVB)
Jacob Johnson Technology & Health Care Communications Equipment
Cerner (CERN)
Qualcomm (QCOM)
Ansys, Inc. (ANSS)
Baxter International Inc. (BAX)
Apple Inc. (AAPL)
Karen Rubel Energy Pipeline Industry
Plains All-American (PAA)
Chevron (CVX)
Technip (TKPPY)
Cameron International Corporation (CAM)
Kate Spade & Company (KATE)
Nicholas Viner Financial Services Banking
Citigroup (C)
OFG Bancorp (OFG)
JPMorgan Chase (JPM)
C&F Financial (CFFI)
Territorial Bancorp (TBNK)
Adam Walter Energy & Utilities & Consumer Discretionary Gas Utilities Industry
UGI Corp. (UGI)
Lions Gate Entertainment (LGF)
Dick's Sporting Goods Inc. (DKS)
Helmerich & Payne, Inc. (HP)
American Water Works Company, Inc. (AWK)