IOWA CITY, IOWA (April 12, 2021) — The Henry Fund, the University of Iowa's graduate student-managed investment fund, recently was named the top fund in its class based on its performance in 2020.
Jack Wells of Bettendorf, Iowa, is a member of the eight-person management team for the fund. Each member of the management team specializes in one or more economic sectors. Team members are responsible for analyzing current holdings, identifying potential opportunities, implementing control systems, and monitoring the Fund's performance. Each analyst also delivers semi-annual presentations to an independent advisory board of financial professionals, which oversees all investment decisions.
The fund took top honors in the Graduate category at the Global Asset Management Education Forum by returning 29.99% in 2020, the best performance of any other fund and beating the S&P 500 index by better than 11%.
The Henry Fund is a real-money investment fund managed by students in the Tippie College of Business' Master's in Finance program. It was endowed by UI benefactors Henry Tippie and Henry Royer. At the end of 2020, the portfolio had a value of $16.9 million.
To learn more about the Henry Fund, click HERE.
About the University of Iowa
As a top global university, Iowa is the ideal destination for learning, discovery, and innovation. We bring art and science together to create a truly unique interdisciplinary education. With over 200 areas of study to choose from, students are encouraged to mix and match majors, minors, and certificates to earn a degree that reflects their unique interests.
From inside our world-class medical center to the most prestigious creative-writing program in the US, students have access to quality academic support and are equipped with the tools they need to stand out in a competitive workforce. Our 15:1 student-to-faculty ratio allows students to work directly with experts in their field while earning valuable, practical skills.
Our campus seamlessly blends into the heart of downtown Iowa City, making it easy to access academic resources and belong to a larger, welcoming community. With over 500 student organizations, clubs, and communities on campus, and countless in-town events scheduled throughout the year, Iowa makes it easy to build a network of friendships and connections that last a lifetime.
To learn more about the University of Iowa, click HERE.
