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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.

2013
2012

Analyst	Sector	Spring 2013
Billy Patterson	Utilities & Telecom	Electric Utilities Ameren (AEE) UGI Corporation (UGI)
Bryce Morgan	Energy	Oil Pipeline Transportation Chevron (CVX) Plains All American (PAA)
Jamie Schumacher	Materials & Energy	Agricultural Chemicals Apache Corporation (APA) CF Industries Holdings (CF)
Kyle Nieman	Industrials	Aerospace/Defense Ryder System (R) MSC Industrial (MSM)
Cheeni Rao	Consumer Discretionary	Apparel Lions Gate Enertainment (LGF) Gildan (GIL)
Eric Anfinson	Consumer Staples	Grain-Based Food General Mills (GIS) CVS Caremark (CVS)
Lawrence Epperly	Health Care	Generic Pharmaceuticals Teva Pharmaceutical (TEVA) Becton Dickinson (BDX)
Aasim Shaik	Financials	P&C Insurance Ace Ltd. (ACE) Allstate (ALL)
Tim Conley	Financials	Mortgage Lending Fifth Third Bancorp (FITB) Capital One Financial (COF)
Puneet Narad	Technology	Application Software Accenture (ACN) Corning (GLW)
Preeti Shrivastav	Technology	Personal Computers EMC Corporation (EMC) Apple (AAPL)

Analyst	Sector	Spring 2012	Fall 2012
Venu Gadde	Energy	Oil & Gas Exploration Apache Corporation (APA) Cameco Corp. (CCJ)	Occidental Petroleum (OXY) Schlumberger Ltd. (SLB) Micros Systems (MCRS)
Garrett Dean	Utilities & Energy	Natural Gas Distribution Exelon Corp (EXC) UGI Corp (UGI)	Peabody Energy (BTU) Plains All American (PAA) Hollyfrontier Corp (HFC)
Ravish Sharma	Materials & Industrials	Chemical (Major Diversified) DuPont (DD) Tenaris SA (TS)	Ryder System (R) BHP Billiton (BBL) Nucor Corporation (NUE)
Ryan Jennings	Industrials	Office Furniture Canadian National (CNI) FedEx Corporation (FDX)	URS Corporation (URS) Deere & Company (DE) Caterpillar Inc. (CAT)
Seth Goldstein	Consumer Discretionary	Apparel Gildan Activewear (GIL) GameStop (GME)	Advanced Auto Parts (AAP) DirecTV (DTV) Darling International (DAR)
Patrick Roche	Consumer Staples	Beverages (Soft Drinks) H.J. Heinz (HNZ) PepsiCo (PEP)	Procter & Gamble (PG) General Mills Inc. (GIS) CVS Caremark (CVS)
Nick Johnson, CFA	Health Care	Pharmaceuticals Abbott Laboratories (ABT) Bristol-Myers Squibb (BMY)	Teva Pharmaceutical (TEVA) Intuitive Surgical (ISRG) Cummins Inc. (CMI)
Nilesh Patil	Healthcare	Medical Devices Becton, Dickinson (BDX) Medtronic Inc. (MDT)	Alere Inc. (ALR) Cerner Corp. (CERN) Timken Co. (TKR)
Neil Voss	Financials	Credit Card Services Capital One Financial (COF) State Street (STT)	Cenovus Energy (CVE) Bank of Montreal (BMO) JP Morgan Chase (JPM)
Micah James	Financials	P & C Insurance ACE Ltd. (ACE) The Chubb Corp. (CB)	MSC Industrial (MSM) MetLife, Inc. (MET) Jefferies Group, Inc. (JEF)
Corey Becker	Technology	Data Storage Devices Corning Incorporated (GLW) Micron Technology Inc. (MU)	Google Inc. (GOOG) EMC Corporation (EMC) Autodesk Incorporated (ADSK)
Huaxin Zhang	Technology	Personal Computers Apple (AAPL) Microsoft Corp (MSFT)	Priceline.com Inc. (PCLN) Qualcomm Inc. (QCOM) Sohu.com Inc (SOHU)
Deanna Sorak	Telecom & Technology	Telecom Services Accenture plc (ACN) Teradata Corporation (TDC)	Verizon Communications (VZ) Paychex, Inc. (PAYX) CenturyLink, Inc. (CTL)