Student Group Named Regional Finalists in KWHS Investment Competition

Student Group Named Regional Finalists in KWHS Investment Competition

A group of Sage Hill students has been named regional finalists in the Knowledge@Wharton High School (KWHS) Investment Competition -- a free, global, online investment simulation for high school students.

In the contest, each team of students manages a portfolio of $100,000 in virtual cash for a potential client over the course of 10 weeks using an online trading and investment simulator (OTIS).

Among the students on Sage Hill’s team are: Bryan Yu (‘20), Joshua Park (‘21), Amin Sajjadian (‘20) and Joon Kim (‘22).

Over the course of 10 weeks, the group worked together to develop and test an investment strategy using companies from the competition’s approved stock list. The goal was to create the best strategy for long-term and short-term profitability for the client.

“We looked for groups that took the client’s preferences beyond [the basics] and made sure they provided a good level of detail in their research process and their experience,” said Sarina Manetta, a graduate business analyst at Aberdeen Standard Investments who led the judging team. “The teams that made it to consideration for the Top 12 stood out either because of creativity, or because they went above and beyond in developing their own methods.”

The Sage Hill student group is one of 12 finalists in Region 3, which includes groups from around the U.S. as well as Canada, Brazil and the United Kingdom. The other two regions include students from China and India.

“There were like, 700 other contestants, globally, so we weren’t really sure if we’d get picked,” Park said.

The Region 3 finals take place on March 16 at the Wharton School of the University of Pennsylvania. The top three teams will advance to the KWHS Investment Competition Global Finale in May.

“I think it’s going to be a very fun experience because we get to go to Wharton and then pitch in front of actual investors that manage big companies,” Yu said. “We’ll get to meet people from a lot of different regions as well and see their take on investing and how it differs from us, so we’ll learn a lot.”


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