Krause Fund Research
Krause Fund analysts employ a top-down approach to research that integrates economic, industry, and company analysis. Students 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.
| Team | Fund Holding | New Company |
| Jacob Bogolia • Ning Zhou • Yizhao Zhu | Potash | Kronos Worldwide |
| Tyler Doll • Andrew Gordon • Michael Kessler • Ryan Wagner | Pepsi | Campbell Soup |
| Robert George • Ben Miklavcic • Shaoyun Wang • Xiangyun Yu | Travelers | Allstate |
| Luke Christianson • Jeff Formeller • Marcus Kloos • Jordan Prohaska | Mylan | Cerner |
| Michael Doty • Derek Foster • Ryan McKean • Janey Spratt | NextEra Energy | PPL Corporation |
| Brody Dass • Troy Mertins • Jordan Nurre • Sean Riodan | Activision Blizzard | Nike |
| Kevin Alvarez • Brian Mlot • Thomas Sun • Peihong Yu | Yum! Brands | Starbucks |
| Bryce Cooks • Alex Ginsberg • Alex Lewis • Thomas McCaffrey | Continental Resources | Chesapeake Energy |
| Jordan Brauns • Skaaren Cosse • Jerry Gao • Scott Russell | Caterpillar | Waste Management |
| Alparslan Zora • Jinhyung Lee • SungJoon Kim • Xin Luo | Apple | Microsoft |
| Jenna Kleingartner • Bradley Weiss • Toan Nguyen • Xiang Ping Khor | Celgene | Vertex Pharamaceuticals |
| Shuyue Diao • Jing Meng • Tingting Gao | Casey's General Stores | Winnebago Industries |
| Team | Fund Holding | New Company |
| Kevin Caiafa • WanQien Tan • Jacob Zunkel | Potash | Freeport-McMoRan Copper & Gold |
| Jay Bunte • Al Bruno • Ryan Gean | Yum! Brands | Chipotle |
| Mike Farone • Brock Gilbert • Jeff Pomykala | Southwestern Energy | Continental Resources |
| Bryan Dobes • Hunter Tebbitt • Noah Defraties | Travelers | Chubb |
| Jonathan Diegel • Lee Henely • Adi Sehic | Celgene | Gilead |
| Tom Carroll • Zhe "King" Du • Jon Watson | NextEra Energy | Duke Energy |
| Ryan Crabtree • Yuan Yuan Lin | Microsoft | Apple |
| David Benitez • Charlie Conlon • Le Bao Hoang Nguyen • Ye Yang | Casey's General | HNI |
| Emily Casey • Xiaoyi "Monica" Li • Jackson Yancey |
Caterpillar | Joy Global |
| Zachary Miller • Jordan Umphress • Bo Wang | Activision Blizzard | Amazon |
| Yilong Huang • Bowen Wang • Hongye Wang |
Pepsi | Dr. Pepper Snapple |
| Paul Crossley • Matthew Eder • Ben Kresner | Merck | Mylan |
| Team | Fund Holding | New Company |
| Adam Arnett • Michael Thomsen • Theo Ringgenberg | Potash | United States Steel |
| Ziyi Wang • Dongfang Qi • Chris Speer • Austin Dean |
Yum! Brands | Dominos Pizza |
| Yifan Lai • Ling Xie • Ruiying He • Xingyu Guan |
Halliburton | Southwestern Energy |
| Luke Rasmussen • Jordan Wagner • James Sdregas • Tim Reed | Travelers | Discover |
| Brett Warner • Suresh Ganaser • Mitch Ruden • Xia Zhou |
Celgene | Biogen |
| Siyu Bian • Yuanyuan Liu • Ruidi Mu • Linzi Zhang |
NextEra Energy | Southern Company |
| Yunlu Liu • Zitong Niu • Xin Huang • Yu Guan |
Microsoft | |
| Matt Lanning • Dave Naccache • Travis Espenhover • Raghav Anantharaju |
Casey's General | Heartland Express |
| Tom Piazzi • Jake Williams • Martin Zhang |
Caterpillar | Deere |
| Jeremy Gorsky • Jeremiah Hagen • Linshan Li • Yang Jing |
Apple | Activision Blizzard |
| Danny Miller • Sarah Pedigo • Katie Oxendine |
Pepsi | Monster Beverage |
| Alex Main •Alex Motola • Blake Randolph • Sam Wiss |
Merck | Pfizer |
