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 2013 Fall 2013
Billy Patterson Utilities & Telecom Electric Utilities
Ameren (AEE)
UGI Corporation (UGI)
Verizon Communications (VZ)
Shenandoah Telecommunications Co. (SHEN)
Cincinnati Bell Inc. (CBB)
Bryce Morgan Energy Oil Pipeline Transportation
Chevron (CVX)
Plains All American (PAA)
ULTA Beauty (ULTA)
Schlumberger (SLB)
Kodiak Oil & Gas (KOG)
Jamie Schumacher Materials & Energy Agricultural Chemicals
Apache Corporation (APA)
CF Industries Holdings (CF)
Technip (TKPPY)
DuPont (DD)
Nucor Corporation (NUE)
Kyle Nieman Industrials Aerospace/Defense
Ryder System (R)
MSC Industrial (MSM)
Waste Connections, Inc. (WCN)
Raytheon Co. (RTN)
Deere and Company (DE)
Cheeni Rao Consumer Discretionary Apparel
Lions Gate Entertainment (LGF)
Gildan (GIL)
Cerner (CERN)
Costco (COST)
DIRECTV (DTV)
Eric Anfinson Consumer Staples Grain-based Food
General Mills (GIS)
CVS Caremark (CVS)
Universal Corporation (UVV)
Green Mountain Coffee Roasters, Inc. (GMCR)
Darling International (DAR)
Lawrence Epperly Health Care Generic Pharmaceuticals
Teva Pharmaceutical (TEVA)
Becton Dickinson (BDX)
MGM Resorts International (MGM)
Celgene Corporation (CELG)
Bristol-Myers Squibb (BMY)
Aasim Shaik Financials P&C Insurance
Ace Ltd. (ACE)
Allstate (ALL)
Metlife (MET)
Hartford Financial (HIG)
Citigroup (C)
Tim Conley Financials Mortgage Lending
Fifth Third Bancorp (FITB)
Capital One Financial (COF)
Charles Schwab Corporation (SCHW)
Quanta Services, Inc. (PWR)
JPMorgan Chase & Co. (JPM)
Puneet Narad Technology Application Software
Accenture (ACN)
Corning (GLW)
SanDisk (SNDK)
Paychex Inc. (PAYX)
Google Inc. (GOOG)
Preeti Shrivastav Technology Personal Computers
EMC Corporation (EMC)
Apple (AAPL)
Qualcomm Incorporated (QCOM)
Microsoft Corporation (MSFT)
Cadence Design Systems Inc. (CDNS)