Krause Fund

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