2019 Value Investment Proposal Competition

[Important update: 13 November 2019] The Chinese University of Hong Kong has announced the shortening of Term 1 in this academic year 2019-20, and all classes including undergraduate and postgraduate conducted on campus are called off with immediate effect until the beginning of Term 2 on 6 January 2020. In response, the Institute will liaise with speakers to reschedule lectures and/or change venue. The proposal submission date and the presentation session will also be adjusted accordingly. Further details will be provided in due course.]

Date Speakers Venue    
17 Oct 2019
(4:30 – 6 p.m.)
Professor Thian Chew
Managing Partner of Polar Ventures
Topic: “Value investing in the Twilight Zone”
[Download Presentation Slides]

Yasumoto International Academic Park LT3

   
31 Oct 2019
(4:30 – 6 p.m.)
Mr. Richard Lawrence
Chairman and Executive Director of Overlook Investments Ltd.
Topic: “Value Investing in Asia”
Yasumoto International Academic Park LT3    
To be rescheduled Dato’ Seri Cheah Cheng Hye
Co-Chairman and Co-Chief Investment Officer of Value Partners Group
Topic: “Making value investing work”
TBA    
15 Jan 2020
(4:30 – 6 p.m.)
Mr. Terry Fok
Owner of T&F Equities Ltd.
Topic: “Beyond value investment: things to watch”
Yasumoto International Academic Park LT3    
To be rescheduled Mr. George Long
Chairman and Chief Investment Officer of LIM Advisors Ltd.
TBA    
To be rescheduled Professor Joseph Yam
Former Chief Executive of the Hong Kong Monetary Authority
Topic:Forgotten Fundamentals in Finance”
TBA    

Competition rules: 2019 Value Investment Proposal Competition Handbook
(Last updated: 13 November 2019)

Sponsored by Overlook Investments Ltd., Lau Chor Tak Institute of Global Economics and Finance (IGEF) is launching the first Value Investment Proposal Competition (“the Competition”) in October 2019, 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; winners will receive cash prizes and may be offered internship opportunities.  

The Competition is open to all full-time students studying an undergraduate degree programme at a local tertiary institution for the 2019-2020 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 14 October 2019. Due to the limited availability, applications will be processed on a first come, first served basis; successfully registered applicants will be notified through emails.


Key dates:

14 Oct 2019 Deadline for registration
17 Oct – 15 Jan 2020 Lecture series
23 Mar 2020 Deadline for proposal submission
29-30 Apr 2020 Presentation of proposals by shortlisted teams
20 June 2020 Prize presentation and closing ceremony

For further details, please refer to the handbook.


Results:

Top 5 finalist teams (in sequential order of team number):

Team 2, 10, 18, 34 and 63. All finalist teams have been notified via email. Congratulations!

Final results:

Winner: Team 2
First runner-up: Team 34
Second runner-up: Team 18


Getting here: