16 Feb 2023

Island School Enters Semifinals of the Wharton School’s Global High School Investment Competition

Using newly acquired finance knowledge, strategic thinking and creativity, Island School beat over 1400 other student teams from around the world to enter the semi-finals of Wharton School’s Global High School Investment Competition. The team consists of seven Year 11 students.

Winners are selected the quarter finals were selected on the strength and creativity of their team investment strategies, not on the growth of their stock portfolios. 

Even though the team has faced various obstacles throughout the weeks, their success hinges on a core set of fundamentals for group collaboration.

“It is such an honour to be able to represent Island School in this prestigious competition and to compete in the semifinals – we would like to say a colossal thank you to Mr Wells as this would not have been possible without his support and constant feedback. The hard work and dedication of the team has certainly been paying off, and we are beyond grateful for this opportunity and will continue to thrive on the challenges ahead,” said one of the team members. 

A total of 55 top teams from around the world were selected from nearly 1,400 final competition reports, which were submitted for judging on December 13, 2022. The semifinal results will be posted on the Wharton Global Youth Program website on March 22, 2023. The grand prize winner will be announced on April 22, 2023. 

The top 10 Semi Finalists will then advance to the Global Finale, which will be held on Wharton’s Philadelphia campus on April 22, 2023. 

Cyrus Ng, team leader said, “Our team consists of a group of highly capable people. Before we even submitted our initial report, I was confident that we’d do extremely well. Now, we’re working to make Island School and Hong Kong proud!” 

Team Members

Evan Zhang, Katrina Hon, Dorottya Papp, Cyrus Ng,  Rachel Yoon, Yee Ka Lau, Jeffery Zhang 

(Photo from left to right)


The Wharton Global High School Investment Competition, launched in 2012, is a 12-week challenge in which students compete in teams, led by an advisor, to win the chance to manage the wealth of a potential client. Presented with a case study of this client, teams must create a compelling and creative long-term strategy that addresses the client’s investment goals.