Value Investing Student Projects
At the end of the term, each student group in the HBA and MBA Value Investing Program independently chooses an actual company (from Canada or elsewhere in the world) based on the Value Investing search process and criteria taught in class. The students then carry out a value investing approach to valuing the particular company and finally make a buy (at what price) or not buy recommendation. The process, the valuation and the recommendation are submitted in the form of a report to Dr. George Athanassakos. The valuation reports are a maximum of 10 pages (double-spaced) plus exhibits. Summaries of the student reports, including the students’ recommendation, the rationale of the recommendation, the date of the recommendation and the performance of the recommended stock since the date of the report, are posted on the web site and can be accessed only by Ivey students. The general public can access another password protected area where they can view the stocks that students examined (i.e., the stocks identified by students as possibly undervalued), without specific information about intrinsic value, entry price and recommendation to buy or not (i.e., the stocks that are found by students to be truly undervalued and recommended are not revealed). To read a research paper detailing the investment decision process taught in Dr. Athanassakos’ value investing classes, and followed by students in analyzing stocks, as well as to check the performance of such investing decision making process, click here.
To gain access to the password protected pages, please contact us. Please note: Passwords are reset annually.
Value Investing Student Project Winners
At the end of the term, each student group in the HBA and MBA classes has to produce a value investing report on an actual company chosen by the students. The value investing project reports are graded by Dr. George Athanassakos based on the quality of the search process, valuation, rationale and recommendation. The groups of students whose reports earn the highest grade in each of the HBA and MBA classes are reported in this section. It is normally one group per HBA and MBA section that is chosen as the class winner, but in a few occasions, two group reports are equally meritorious and Dr. Athanassakos declares a tie, in which case two groups may appear in the list per HBA and MBA sections.
MBA Class
- Sonia Du
- Adik Goel
- Shalini Kanodia
- Jude Orji
- Yesha Shah
HBA Classes
Section 2
- Matthew Betker
- Byron Edwardson
- Jomana Elsays
- Owen Hahn
- Neethan Selvan
Section 3
- Dhruv Bhatt
- Chenxi Li
- Ali Rashid
- Katie Thien
- Geoffrey Xie
Intersession Section 1
- Laurie Liu
- Matthew Randall
- Noah Wong
MBA Class
- Joshua Carlo Amante
- Jean Iris (Riz) Jao
- Jaclyn Jimenez-Cortes
- Boris Lo
- Sujay Nair
- Ming-Ju (Mary) Sun
HBA Classes
Section 2
- Shiyao Li
- Armaan Marwaha
- Ibadat Wadhwa
- Jimmy Wang
- Hanjin Ying
Section 3
- Christopher Choi
- Robert Knox
- Jeremy Lin
- Jessica Zhang
Intersession Section 1
- Amanuel Gebeyehu
- Tiger Jiang
- Eala Mobasheri
- Christina Paraskevopoulos
- Grant Robertson
- Bojian Wang
MBA Class
- Jose Angela Alcano
- Constantina Varlokostas
- Scott Baxter
HBA Classes
Section 1
- Krish Gandhi
- Insha Jesani
- Lydia Ji
- Alasdair Wilson
Section 3
- Josh Karbi
- Andrew Leishman
- Stefan Tetzlaff
Intersession Section 1
- Tahira Alarakhia
- Kaeden Beaty
- Alessandro Calicchia
- Douglas Kosciukiewicz
- Aimee Nguyen
MBA Class
- Danial Agha
- Shaun Goffenberg
- Orion Lovequist
- Cindy (Xinyi) Ma
- Rob Wise
HBA Classes
Section 1
- Mark Fortino
- Liam Niznick
- Brad Perez
- Conor Romano
- James Silva
Section 3
- Adil Khan
- Caitlyn Liu
- Brandon Stephenson
- Harrison Thomas
- Aleem Virji
Intersession Section 1
- Brooklyn Bere
- Sammy Fleisher
- Emma Hristov
- Lindsay Morrison
- Aryan Paliwal
MBA Classes
Section 8
- Daniela Barros
- Courtney Betty
- Piotr Job
- Demitri Koutsoukis
Section 7
- Rabia Kamal
- Brandon Pao
- Ekky Manoilenko
- Sheena Malhotra
HBA Classes
Section 1
- Alysaa Co
- Leo Hong
- Dorothy Lin
- Natalie Ngo
- Jim Zhou
Section 3
- Jack Henderson
- Amir Khodaparast
- Max Lai
- Maanit Patel
- Andrew Tan
MBA Classes
Section 8
- Tyson Denhamer
- Patrick Galange
- Kevin McWhinnie
- Asad Quadri
Section 7
- Abhay Chawla
- Elisabeth Hass
- Brooke Michalachki
- Richard Ruggiero
- Taylor Whitehouse
HBA Classes
Section 1
- Noah Chaikof
- Rebecca Guan
- Sheldon O'Brien
- Dan Segal
Section 2
- Ethan Birbrager
- Josh Cait
- Yaasir Dayani
- Adam Gillman
Section 3
- Alison Kim
- Gary Ge
- Lucy Lu
- Ross Graham
MBA Classes
Section 8
- Corey Bourque
- Haani Masood
- Sheryar Rehman
- Mourad Solima
- Jack Sun
Section 7
- Karim Alayli
- Manuel Cerrutti
- Sanket Mehta
- Raman Paulovich
- Arushi Raina
HBA Classes
Section 1
- Connor Barr
- Kevin Chao
- Michael Chen
- Alison Ng
- Emre Serpkenci
Section 2
- Derek Kang
- Greg Lee
- Loris Monnard
- Andy Seo
Section 3
- Heath Irvine
- Greg Orelowitz
- Adam Rostowky
- Sam Tammen
- Thomas Yang
MBA Classes
Section 8
- Ajay Mathew
- Abed Pathan
- Sarangan Sathasivam
- Daniel Stack
- Aileen Zablan
Section 7
- Rosalind Bei
- Jack Brown
- Ramis Jamali
- Sid Sagar
- Christina Wang
HBA Classes
Section 1
- Jay Brown
- Alan Huang
- Steve Newman
- Kamil Skrzypek
- Gagan Sobti
Section 2
- Connor Challis
- Quinn Havart
- Gavin Ockrant
- Adam Pope
- Andrew Semple
Section 3
- Nour El Damatty
- Darren Lewis
- Julian Perrault
- Robbie Renwick
- Natalie Topp
MBA Classes
Section 8
- Matt Fong
- Alana Green
- Andrew Ginn
- Richard Siew
Section 7
- Kyle Hartlen
- Jolon Page
- Yahya Rafique
- Jordan Tannenbaum
- Fahad Tariq
HBA Classes
Section 1
- Rajiv Asdhir
- Yoon Jae Chung
- Kamyar Khorasani
- Karan Multani
- Kevin Xo
Section 2
- Mark Begert
- Brendon Bonnor
- Matt Simsons
- Steven Sirbovan
- Brian Sturrup
Section 3
- Michael Chong
- Gareth Domingo
- Stone Li
- Kaitelynn Ling
- David Zhang
MBA Classes
Section 8
- Farah Lalani
- Abhimanyu Lamba
- Ryan Wong
- Gina Kalboneh
Section 7
- Alvaro Duran
- Peter Gillespie
- James Barnby
HBA Classes
Section 1
- Noah Bronstein
- Richard Chaikof
- Glenn Ong
- Brandon Schwartz
- Michael Yelavich
Section 2
- Lynn Hu
- Kevin Kim
- Alan Li
- Rajdeep Mukherjee
- Hattie Zhou
Section 3
- Cary Chao
- Cheryl Cher
- Daniel Donato
- Jessica He
- Daniel Ma
- Yoka Zhai
MBA Classes
Section 8
- Chad Hauser
- Charles Hechema
- Tristan Hodge
- Alan Man
- Hugh Soong
Section 7
- Salim Belcadi
- Erik Bennasser
- James McGarragle
- Brad Neilson
- Charles Wong
- Catherine Yi
HBA Classes
Section 1
- Paul Kern
- Watson Lin
- Parker Liu
- Vivian Yau
- David Yu
Section 2
- Josh MacDonald
- Mathieu Parisien
- Philip Ruffolo
- John Zondo
Section 3
- Kai Ao
- Adam Ibrahim
- Jordan Magidson
- Corey Obermayer
- Yong Zhang
MBA Classes
Section 8
- Peter Andre
- John Cooper
- Gregory Critchley
- James Manning
- Max Rosenfeld
Section 7
- Christopher Cansick
- Lucy Li
- Kristian Medri
- Rohan Ramesh
- Andriy Yastreb
HBA Classes
Section 1
- Jeff Cobourn
- Michael Deliakis
- Jiemi Gao
- Rohit Guntur
- Kevin Zhou
Section 2
- Brandon Altomare-Ciallella
- Alex Lebedzeu
- Feroz Qayyum
- Matthew Ryan
- Simon Yin
Section 3
- Carson Fullard
- Ryan Hui
- Adam Jacobson
- Jamie McKeown
- Peter Wong
MBA Classes
Section 8
- Sameer Bhaidani
- Shruti Garg
- A.J. Jacklin
- Shilpa Joshi
- Rehan Khan
Section 7
- Jaimes Baird
- Robert Clarke
- Frank Guo
- Achilleas Taxildaris
- Haining Zha
HBA Classes
Section 1
- Andrew Crow
- Jeff McAllister
- Tyler Press
- Greg Quickmire
- Bryan Sinclair
Section 2
- Mike Badolato
- Jared Goldberg
- Shawn Lerner
- Mike Mescia
Section 3
- Mishal Ahmad
- Shiv Daryani
- Navid Nathoo
- Vrajesh Shah
- Michael Wang
MBA (February Class)
- Zhengze Li
- Sharon Liu
- Jason Tigas
- Allen Wu
MBA (January Class)
- Wallace Ho
- Grace Kim
- Wayne Lam
- Tiffany Lau
- Rick Taylor
HBA Class
Section 1
- Adebola Adeniran
- Chris Cunningham
- Talal Damen
- Aly Remtullah
- Fabian Reusch
Section 2
- Matt Allard-Buffet
- Garrett Inculet
- Kelvin Lin
- Philip Szewczyk
- Maxim Tcherner
Section 3
- Rasim Aliyev
- Sharon Chen-Xue
- Nuwan Rajapakse
- Ari Veittiaho
- Marlena Zabielska
MBA (August Class)
- Ibrahim Dossani
- Chim Kan
- Ying Li
- Henry Liu
- Tamar Tepper
MBA (April Class)
- Elizabeth Anton
- Rohan Belliappa
- Mauricio di Bartolomeo
- Derrick Fournier
- Summer Zaheen
MBA (March Class)
- Jason Fenn
- Clayton Feick
- Farjad Iravani
- Chris O'Grady
- Pete Walker
HBA Class
Section 1
- Lorne Creighton
- Jeff Detz
- Jonathan Garbe
- Mike Sharp
- Calvin White
Section 2
- Mattias Adebäck
- Michiel Arends
- Benjamin Chaubert
- Jay Kwon
- Adam Lodin
Section 3
- Matthew Hall
- Linden Head
- Aaron Posluns
- Dev Saxena
- Dale Zhang
MBA (August Class)
- Rob Hales
- Brooke Harley
- Alexander MacDonald
- Anne Mullin
- Tony Rizzi
MBA (April Class)
- Samira Amini
- Erin MacKenzie
- James Mazur
- Paul Nieznalski
MBA (March Class)
- Dalton Baretto
- Vanessa D’Costa
- Alykhan Ladha
- Jennifer Nowski
- Samar Sidhu
HBA Class
Section 1
- Aiden Amri
- James Arsenault
- Justin Machin
- Colin Wong
- Matt Zajac
Section 2
- Arpit Bansal
- Hersh Gandhi
- John Huo
- Kelvin Mu
- Ali Sabur
MBA (January Class)
- Adam Ditkofsky
- Jason Green
- Kevin Halmos
- George Nikopoulos
- Claudio Rojas
MBA (April Class)
- Adam Carlson
- Trevor Hand
- Nick Kuzyk
- Mike Lazarovits
MBA (March Class)
- Collin Bendell
- Sarah Helppi
- Mike Hornby-Smith
- Chris Lerch
- Kristen Sam
HBA Class
Section 1
- Matt Manias
- David McCann
- Geoffrey McLeod
- Kirk McNamara
- Alex Motherwell
Section 2
- Devanie Gosine
- Karonlina Kibis
- Nikki Papadopoulos
- Ralph Pierer
- Justin Toribio
MBA (July Class)
- Andrew Alley
- Niki Choo
- Eric Giernalczyk
- Mike Liebrock
- Blaine Woodcock
MBA (February Class)
- Ryan Bell
- Chris Day
- Richard Finkelstein
- Mike Notto
- Eric Singer
MBA (January Class)
- Neal Gilmore
- Jenny Hui
- Troy MacLean
- Alan Mannik
- Dimitri Sotirakopoulos
HBA Class
Section 1
- Nicole Fich
- Bing Han
Section 2
- Cheryl Cheung
- Rebecca Ho
- Betty Li
- Paige Paterson
- Fiona Wong
2006 Project Winners
MBA (January Class)
- Daniel Choi
- Kwame Daaku
- Shawn Luo
- Chen Yang
- Steve Atkinson
- Jimmy Gao
- Joseph Kurian
HBA Class
Section 1
- Alex Jerome
- Morgan Kotisa
- Brian Polsinello
- Jon Spencer
- Adam Hoffman
- Andy Huang
- Enes Kula
- Dan McKinlay
Section 2
- Attilio Braga
- Anuroop Duggal
- Cavin Morton
- David Pietruszka
2005 Project Winners
HBA Class
- Amy Katchen
- Matt Maldoff
MBA (January Class)
- Dave Arnaud
- Takeshi Enowaki
- Andrew Maciel
- Andre Mousseau
- Navaid Qureshi