Guidebook

Competition Deliverables

The Wharton Global High School Investment Competition has two deliverables: Mid-Project Team Review and Final Competition Report.

Mid-project Team Review

Due: Monday, November 2, 2020

The mid-project team review will show the judges that each team is developing a strategy and following it. Our competition judges will take a look at the reviews and provide general feedback about teams’ strategy development and progress thus far in the competition. Your team will not receive individual feedback. If your team does not submit a mid-project team review, you will no longer be considered active in the competition and will not be eligible for the regional finals.

Your brief review should consist of the following three sections:

  • Investment strategy – How is your strategy shaping up? What are the rules and behaviors that are guiding your portfolio selections? What tactics are you using to maximize your portfolio selections? How is your team strategy unique?
  • Team decision-making process – This should cover how the team is working together and determining which individual stocks to buy.
  • Top stock holdings – The judges want to see that you are starting to practice your strategy by making actual investments.

Format:

  • Your mid-project team review must be submitted through the submission link. Instructions for submitting your mid-project team review will be emailed to your Advisor the week of October 19th.
    We will not accept reviews submitted via email.
  • Title page, including team name, your advisor’s name and email, school name, finalized team member names
  • Content: 1-2 pages excluding title page, double spaced, 12 point font; Times New Roman
  • Submit in doc or pdf format, not exceeding 5MB

 


 

Final Competition Report

Due: Friday, December 11, 2020

Requirements:

  • Your reports must be submitted through the submission link. Instructions for submitting your final report will be emailed to your Advisor the week of November 30th. We will not accept reports submitted via email.
  • Proper citation of any source used and acknowledge ownership of all images and other media
    • NOTE: A separate bibliography is not required. Source citations can be included in the footer of your report.
  • 12 point font; Times New Roman
  • Double spaced
  • 1 inch margins
  • Submit in doc or pdf format, not exceeding 5MB
  • Page Breakdown:
    • Page 1: Title Page, including:
      • Team name
      • Advisor’s name and email
      • School name
      • Finalized team member names (these should be the same as what was submitted in the mid-project team review)
    • Page 2: Portfolio Page, including a graphic of your team’s final portfolio breakdown:
      • Sector
      • Who managed the sector
      • Stock(s) represented in each of the sectors
      • Please refer to the Investment Rules
    • Pages 3 up to 11: Team Policy
      • Minimum of five (5) pages
        • Total Final Report page count: seven (7) pages
      • Maximum of nine (9)
        • Total Final Report page count: 11 pages
      • Reports that go over or under this range will be disqualified
      • Address Florian’s 20% portfolio allocation specification and Palmeiras investment; please refer to the Case Study

What we have outlined above are the only requirements for your team’s final report. Your report should convey a clear picture of your team’s overall experience, but remember, there is no right or wrong approach to your final report.

We encourage creativity and critical thinking. How can you communicate a compelling story about your teamwork, strategy development, analysis and portfolio development and any other critical experiences you have had during the 10 weeks of the competition? What will make your final strategy stand out from all the others? Throughout your competition journey, you should be thinking about what you are learning, as well as unique and interesting ways to explore and then articulate your knowledge about the investment world. We encourage a narrative format, rather than strictly a list of bullet points accompanied by charts and graphs.


 


Several tips to keep in mind:

  • Strategies should take the objectives and goals of your potential client into account.
  • “Buy low and sell high” is NOT an investment strategy, just as the companies you select for your portfolio are NOT your investment strategy. Your strategy is your plan of attack.
  • Though the trading part for this competition only lasts 10 weeks, your strategy and analysis should reflect long-term thinking. Always keep the original case study in mind.
  • Overly technical strategies will not necessarily impress us. We want both qualitative and quantitative analysis.
  • Remember your reader: Don’t lose the judges in a sea of technical jargon and rigid analysis, but rather weave in storytelling and colorful insight about how your strategy came together. You want your report to stand out from the hundreds we are reading.
  • Too many charts, graphs, photos, images and over-the-top formatting will not dazzle your readers, but instead confuse and overwhelm them. Make sure your report is readable.
  • Evaluators don’t want to read pages of defined terms as proof that you’ve learned something — show, don’t tell.