Wharton
Investment Case Competition

The purpose of the competition is to foster appreciation for long-term investing in public equities.


The Competition
Teams of up to four students should select an equity security that they believe has the greatest potential for price appreciation over the next three-to-five years. The company can be domiciled anywhere around the world, but must have a market capitalization of at least US$3 billion. Use discretion around special situations such as emerging market companies without current English financials or short-term trading ideas, but feel free to consider growth companies with reasonable valuations.

Teams will be judged on their quality of research and analysis, presentation skills, investment judgment, and diversity of perspective.

Prizes
Finalist teams will have the opportunity to present their work to and receive feedback from Dodge & Cox investment professionals. Each member of the three finalist teams graduating during the 2020-2021 academic school year will receive the opportunity to interview for a summer internship position at Dodge & Cox. The winning teams will share a cash prize of $2,000. In addition, all finalist teams will be invited to a post-competition dinner with the judges.

Judge Biographies
Salil Phadnis, Vice President — Mr. Phadnis received his B.E. degree in Computer Engineering from the University of Pune, a M.S. degree in Management Science and Engineering from Stanford University, and his M.B.A. degree from the Wharton School at the University of Pennsylvania in 2013. Prior to graduate school, he worked as a Research Associate at Dodge & Cox and as an investment banking analyst at Lehman Brothers. Mr. Phadnis joined Dodge & Cox in 2013.
Darek Blachowicz — Mr. Blachowicz received his B.A. degree in Economics from the University of Chicago in 2016. Prior to joining Dodge & Cox, he worked as an intern with Morningstar’s Index Funds Group and as a Summer Analyst at Vestor Capital and Bank of America Merrill Lynch. Mr. Blachowicz joined Dodge & Cox in 2016.
Charles (Chas) Foote — Mr. Foote received his Honors B.S. degree (summa cum laude) in Finance from the University of Utah in 2015. Prior to Dodge & Cox, Mr. Foote worked as an equity research analyst at Credit Suisse covering oilfield services and equipment. Mr. Foote joined Dodge & Cox in 2017.
Mitchell Kaufman — Mr. Kaufman received his B.S. degree in Economics with concentrations in Finance from the Wharton School at the University of Pennsylvania in 2017. Prior to joining Dodge & Cox, he worked as a Summer Associate at Dodge & Cox and a Summer Analyst at Steinberg Global. Mr. Kaufman returned to Dodge & Cox in 2017.
Prizes
  • Cash prizes totaling $2,000
  • Finalists receive an automatic
            interview for the summer
            internship program
Deadline Dates
March 6th First Round
Submissions Due
March 8th Finalists Announced
March 27th Final Round
Submissions Due
April 1st Finalist Presentations and Dinner
Contact Information
ug_case@dodgeandcox.com

© 2019 Dodge & Cox Investment Case Competition. Hosted by the Wharton Investment & Trading Group