Gabe Hilmoe is getting an early start on the stock market. He's portfolio manager of the Henry Fund at the University of Iowa, and he's got some strong ideas about equity investments.
The Henry Fund, like many student-run investment vehicles, operates with real money, and the 12 MBA students who run it currently handle about $1.5 million. Hilmoe specializes in the health-care side of the portfolio.
"Right now, we still like Genentech," he told CNBC. "We still see more upside, with another Roche bid coming in."
It's not just biotech that he likes; in the medical device field, he's enthusiastic about Stryker .