Use Your Best Ideas to Compete in the Value Investing Challenge

By: SumZero Staff | Published: July 10, 2013 | Be the First to Comment

SumZero, Inc.

The countdown has begun to the 2nd annual Value Investing Challenge, brought to you by FactSet!

Last year’s contest was a great success with nearly 150 submissions coming in from over 120 funds across the globe. Here's a recap of last year's winner Ryan Fusaro (LionEye Capital Management) who nailed it with his long-call on Jack-in-the-Box (Nasdaq: JACK): The position is currently up roughly 50% from the day he submitted. We are now calling on eligible contestants to come forth.

Start getting your ideas together now. Submissions open on July 15, 2013 on and close on August 1st.

What is the Value Investing Challenge?
The 2nd Annual Value Investing Challenge is a best idea contest designed to put a powerful spotlight on the best buyside thinkers.

The contest was created in partnership between the Value Investing Congress, the premiere investment conference for investors from around the world, and SumZero, the world’s largest community of buyside investors.

Together with FactSet, exclusive sponsor of the Value Investing Challenge, we are committed to the creation and support of high-value investment research and the individuals behind it.

What’s new in 2013?
$65,000 in prizes for the 3 finalists! Like last year, our grand prize winner will take the stage at the 9th Annual New York Value Investing Congress, taking place September 16th & 17th at Jazz at Lincoln Center’s Fredrick P. Rose Hall, and present their winning idea to an audience of elite investors. But this year he or she will also take home a robust cash prize of $50,000, and our 2nd and 3rd prize winners will also receive cash prizes of $10,000 and $5,000, respectively. All 3 finalists will receive a one year subscription to FactSet as well as free admission to the Value Investing Congress and Pre-Congress workshop. All contestants are eligible to receive a special trial offer to FactSet products as well.

How Can I Enter?
Starting July 15th, submit your finest investment idea in written form to this site. Your pitch must be 500 – 3,000 words in length and the company/opportunity you focus on must have a market capitalization of at least $500 million (USD). Preference will be given to write-ups on companies with greater liquidity, as well as those with a significant discussion of valuation factors and catalysts.

Beyond these minimal requirements, any and all types of investment ideas and strategies are welcome. This includes spin-offs, special events, turn-arounds, shorts as well as various asset classes outside of common equities, including preferreds, credit, derivatives and others.

Eligibility requirements include being an active SumZero member working on the buyside. See more at


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