5th Anniversary – 2024 Value Investment Proposal Competition

Last update: 9 April 2024

Proposal submission:

Submission link (Deadline: 19 April 2024)

About the Competition – Celebrating 5 Years of Nuruting Future Finanical Minds

Sponsored by Overlook Investments Ltd., Lau Chor Tak Institute of Global Economics and Finance (IGEF) is organising the fifth Value Investment Proposal Competition (“the Competition”) in February 2024, 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 or at The Chinese University of Hong Kong, Shenzhen (CUHK-Shenzhen) for the 2023-2024 academic year. Students from any discipline are welcome. Participants must apply as a team of two to four members, where at least one member must be a full-time undergraduate student currently enrolled at The Chinese University of Hong Kong, Hong Kong (CUHK-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 20 February 2024. 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

2024 VIPC Handbook

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 Topic / Speakers Venue
21 Feb 2024 (Wed)
(4:30 – 6:00PM HKT)
Induction and Practical Workshop 1
Mr. Jason Lin & Ms. Samantha Lam

Research Analyst,
Overlook Investments Ltd.
Topic: “Searching for Ideas”
Slides: 1, 2
28 Feb 2024 (Wed)
(4:30 – 6:00PM HKT)
Mr. Thomas Wong
Head of Asia and Partner,
Proprium Capital Partners
Topic: “Real Estate Investing in Turbulent times”
6 Mar 2024 (Wed)
(10:00 – 11:30AM HKT)
Mr. Richard Lawrence
Executive Chairman,
Overlook Investments Ltd.
Topic: “2024 Lecture Series – Overlook Model”
Zoom only
13 Mar 2024 (Wed)
(4:30 – 6:00PM HKT)
Practical Workshop 2
Ms. Angela Wang & Mr. Peck Lim Tan

Research Director,
Overlook Investments Ltd.
Topic:“Fundamental Analysis: Great, Good, and Gruesome”
19 Mar 2024 (Tue)
(4:30 – 6:00PM HKT)
Mr. Kurkye Wong
Executive Director,
Argyle Street Management
Mr. Brian Liu
Executive Director,
Argyle Street Management
Mr. Philip Limas
Argyle Street Management
Topic:“Closed-end Fund Investing”
26 Mar 2024 (Tue)
(4:30 – 6:00PM HKT)
Professor Joseph Yam
Former Chief Executive,
Hong Kong Monetary Authority

Key dates

20 February 2024 Deadline for registration
21 February – 26 March 2024 Lecture series & workshops
19 April 2024 Deadline for proposal submission
Early May 2024 (Tentative*) Special workshop for finalists
10 May 2024 Presentation of proposals by shortlisted teams
Early June 2024 (Tentative*) Announcement of results

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