The Henry Fund is an endowed equity portfolio managed by select MBA students enrolled in the Applied Securities Management course at the Tippie College of Business. The fund invests in companies that are industry leaders with above-average investment opportunities.
Each analyst works within one of 10 economic sectors and is responsible for developing an investment review, researching new companies to purchase, and evaluating the ideas of other managers. In addition, fund managers perform the administrative tasks of portfolio management, such as marketing the fund to outside donors and producing an annual report. An independent advisory board of financial professionals oversees the Henry Fund. At the end of each semester, fund managers present their research and investment recommendations to this board for approval.
Company Details
- Employees
- 9
- Founded
- 1994
- Address
- Iowa City, Iowa
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- henryfund.org
- Keywords
- Investment, Financial Modeling, Portfolio Management, DCF Modeling, Endowment Management, Industry Research and Analysis, Economic Profit Valuation, Relative Valuation, Presenting Buy/Sell Recommendations.
- HQ
- Iowa City, Iowa
Henry Fund Questions
Henry Fund's website is henryfund.org
Henry Fund's LinkedIn profile is https://www.linkedin.com/company/henry-fund
Henry Fund has
9 employees.
View email and phone details for 9
employees at Henry Fund.
Henry Fund's industry is
Investment Management
Henry Fund's top competitors are
Mcmaster-Carr,
The Krause Fund,
University Of Iowa-Orientation Services,
Albright Dance Stars,
Kayne Anderson,
Summit Agricultural Group,
Lancaster Pollard,
Fiera Capital,
Hart Fund,
Iowa Alpha.
Henry Fund's categories are Investment Management
Henry Fund's founding year is 1994
