2023 Value Investment Proposal Competition


Last update: 27 March 2023

About the Competition

Sponsored by Overlook Investments Ltd., Lau Chor Tak Institute of Global Economics and Finance (IGEF) is organising the fourth Value Investment Proposal Competition (“the Competition”) in February 2023, offering undergraduate students a unique experience of learning value investment techniques from top industry experts and applying such knowledge in a competition setting. Participants are expected to attend a series of lectures and then submit an investment proposal; winning teams will receive cash prizes of up to HK$60,000.  

The Competition is open to all full-time students studying an undergraduate degree programme at a local tertiary institution for the 2022-2023 academic year. Students from any discipline are welcome. Participants must apply as teams of up to three members, where at least one member must be a full-time undergraduate student currently enrolled at The Chinese University of Hong Kong. Each participant can enter the Competition as a member of only one team.

Interested teams should register for the Competition by completing the application form (available here) once per team by 24 February 2023. Due to limited availability, applications will be processed on a first come, first served basis; successfully registered applicants will be notified through emails.

Competition handbook

The handbook can be accessed here. 

Cash Prizes

1st Place: HK$ 60,000
2nd Place: HK$ 30,000
3rd Place: HK$ 15,000

In addition, two Honourable Mention teams will be offered a cash prize of HK$7,500.

Lecture Series

Date Speakers Venue
24 Feb 2023
(4:30 – 6:00pm HKT)
Mr. Douglas Ping Sum Lui
Managing Director,
Argyle Street Management Ltd.
Topic: “Litigation Funding as an Asset Class”
3 Mar 2023
(4:30 – 6:00pm HKT)
Ms. Swee Ting Pan
Managing Director, Head of China,
JAFCO Investment (Asia Pacific) Ltd.
Topic: “Driving the future: Venture Investing in Asia”

10 Mar 2023
(10:30am – 12:00pm HKT)
Mr. Richard Lawrence
Executive Chairman,
Overlook Investments Ltd.
Topic: “Global Value Investing”
17 Mar 2023
(4:30 – 6:00pm HKT)
Practical Workshop 1
Mr. Dan Rupp & Mr. Jason Lin
Overlook Investments Ltd.
Topic: “Funnelling Toward Quality
24 Mar 2023
(4:30 – 6:00pm HKT)
Professor Joseph Yam
Former Chief Executive,
Hong Kong Monetary Authority
Topic: “Dialogue with Professor Yam
31 Mar 2023
(4:30 – 6:00pm HKT)
Practical Workshop 2
Ms. Angela Wang & Mr. Peck Lim Tan
Overlook Investments Ltd.
Topic: “Fundamental Analysis: Great, Good, and Gruesome”

Key dates

24 February 2023 Deadline for registration
24 February – 31 March 2023 Lecture series & workshops
17 April 2023 Deadline for proposal submission
Early May 2023 (Tentative*) Special workshop for finalists
Late May 2023 (Tentative*) Presentation of proposals by shortlisted teams
Early June 2023 (Tentative*) Announcement of results

The schedule may subject to change. Further details will be announced here in due course.