• What is the Wharton Global High School Investment Competition?

This is a free global competition for students in grades 9 to 12. In a team you will examine a brief client profile and are tasked with working collaboratively to meet that client’s short- and long-term investment goals as your team tries to win his or her business.

• What does the competition involve?

You will be given an approved stock list which contains a selection of domestic and international equities (shares in a business) and the Wharton Investment Simulator (WInS), which allows teams to buy and sell stocks, over the course of 10 weeks teams develop an investment strategy, analyze industries and companies, and build a portfolio using $100,000 in virtual cash.

• What can I win?

There are prizes for winning at different stages of the competition. The competition winners are not based on portfolio growth but on how well they can articulate their investment strategy.

• Can I enter by myself or do I have to enter as part of a team?

You cannot enter as an individual. Each team must have between four and seven team members. Cedar can enter as many teams as we want to.

• What could I get out of it?

You will enjoy navigating this team challenge, while also building your knowledge about the meaning and application of investment concepts, so that you can emerge from this process with a strong basis in finance and a familiarity with the world of investing. Competing in a global competition like this can also add value to your CV and to college applications.

Well done to Cedar's first ever investment competition teams. They were:

Grade 12: Luca, Max R, Jhaniqua, Tinia, Lekeisha & Pasua

Grade 11: Angel, Aiden, Kurt, Asonji, Michael, Kelly & Jaroy.

Here is what Grade 12 had to say about their investment strategy:

As a team, we've used two investment strategies that we think will best fit our client, Florian Hagenbuch, and his long and short-term goals and objectives. Our strategies are progressing quickly and further adjusting to our client’s wants for his investments. We are finding more start-up companies and companies that are positively contributing to the environment to invest in to fit Mr. Hagenbuch’s wants and needs. We as a team are making sure that we are investing in companies that are geographically diverse, are startups or disruptive companies, companies that make wise internal and/or external decisions, have a positive impact on/contribution to society, and are eco-friendly. We are not investing in companies that a certain member of the team likes or is biased towards and knows is doing well. It is crucial that our investments thus far and in the future pertain to our client, Florian Hagenbuch’s wants and needs for his long term and short term investment goals. Thus far, we have been using two investment strategies: value investing and socially responsible investing. We are using value investing to focus on seeking out stocks that we believe are intrinsically undervalued and would make great long term investments for Mr. Hagenbuch. We are also using socially responsible investing to find companies that can impact the world at large, beyond our portfolio. By limiting our spending on market leaders and investing in more underestimated companies, Florian Hagenbuch’s investments have a high potential to grow in their specific market. In order to minimize losses, we’ve invested in companies that we think would not be majorly affected by the upcoming US election. We are constantly looking at the news and thinking about different ways that the election might affect certain stocks in the future.