How to Prepare

Teams participating in the competition are encouraged to prepare themselves by reviewing a case from a previous year. This will allow the teams to become familiar with the support materials they will receive at the competition. Remember: at the competition teams need to value a small cap company and provide a recommendation based on specific investment criteria.


Does the company represent a high-quality, well managed, but mispriced small-cap company that can be part of a well-diversified small cap portfolio for the long term? Specifically, does the company have:
·        Outstanding management
·        Sustainable competitive advantages
·        Free Cash Flows
·        High returns on capital
·        Trading below intrinsic value

Download a sample qualifying case.

Download the sample final case documents.