2022 Value Investment Proposal Competition

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Last update: 26 July 2022

About the Competition

Sponsored by Overlook Investments Ltd., Lau Chor Tak Institute of Global Economics and Finance (IGEF) is organising the third Value Investment Proposal Competition (“the Competition”) in March 2022, 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 2021-2022 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 10 March 2022. 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

In light of the COVID-19 pandemic, all lectures and workshops this year will be delivered online via Zoom unless otherwise specified.

	Speakers
10 Mar 2022 (10:30am – 12:00pm HKT)	Mr. Richard Lawrence Executive Chairman of Overlook Investments Ltd. Topic: “The Overlook Model“
17 Mar 2022 (4:30 – 6:00pm HKT)	Mr. Kin Chan Chief Investment Officer of Argyle Street Management Ltd. & Ms. Angie Li Director of Argyle Street Management Ltd. Topic: “Distressed Debt Investing: Moulin A Case Study”
24 Mar 2022 (4:30 – 6:00pm HKT)	Mr. Louis So Co-Chairman & Co-Chief Investment Officer of Value Partners Group & Mr. Frank Tsui Managing Director, Head of ESG Investment & Chairperson of ESG Committee of Value Partners Group Topic: “Embracing the two new norms of China investing – Common Prosperity and ESG”
31 Mar 2022 (4:30 – 6:00pm HKT)	Mr. Keith Wu Chief Executive Officer of Henderson Sunlight Asset Management Ltd. Topic: “A Hidden Gem Investing in Real Estate Investment Trusts”
7 Apr 2022 (4:30 – 6:00pm HKT)	Practical Workshop 1 Ms. Angela Wang & Mr. Peck Lim Tan from Overlook Investments Ltd. Topic: “Fundamental Analysis: Great, Good, and Gruesome”
14 Apr 2022 (4:30 – 6:00pm HKT)	Practical Workshop 2 Mr. Dan Rupp & Mr. Jason Lin from Overlook Investments Ltd. Topic: “Funnelling Toward Quality”

Key dates

10 March 2022	Deadline for registration
10 March – 14 April 2022	Lecture series & workshops
16 May 2022	Deadline for proposal submission
*Early June 2022 (Tentative)**	Special workshop for finalists
*Mid June 2022 (Tentative)**	Presentation of proposals by shortlisted teams
*Late June 2022 (Tentative)**	Announcement of results

Final results:

Winner: Team 18

First runner-up: Team 21

Second runner-up: Team 51

Honourable Mention: Team 32

Honourable Mention: Team 33

Group photo

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