The Applied Value Investing Stock Pitch Challenge (formerly known as the Amici Capital prize and Artisan International Value Stock Pitch) is given in memoriam of both Alex Porter, the founder of Amici Capital, LLC (formerly known as Porter Orlin, LLC), and Moon Lee, a dedicated value investor who worked at Porter Orlin, LLC. The origin of the event was as a memorial to Moon Lee and later became the Amici Prize upon the passing of Moon Lee's friend, colleague, and respected value investor, Alex Porter. It recognizes the achievements of outstanding Value Investing Program students. One winner receives a cash prize. Submissions were judged on the quality of their research and the concise presentation of a strong investment idea.
Save the date for the 6th Annual Applied Value Investing Stock Pitch Challenge presented by Artisan International Value; Summit Street Capital Management; and CP&E Partners, LP on Thursday, January 30, 2025 at 5:00 p.m. at The Penn Club of New York. Registration opens mid-December.
5th Annual Artisan International Value Investing Stock Pitch Challenge
Date: February 1, 2024
Competitors: Tanay Dixit '24 pitching FLT; Amar Kashyap '24 pitching ESGR (first place); Tom Marmarelli '24 pitching CUERVO (second place); and Leon Raubenheimer '24 pitching EVO.
4th Annual Artisan International Value Investing Stock Pitch Challenge
Date: February 9, 2023
Competitors: Mitesh Amarthaluru ’23 pitching ADSK; Jeremy Miles '23 pitching CALM (short); Shalin Doshi ’23 pitching MGPI (short); and Bryden Nugent '23 pitching SSD (winner).
3rd Annual Artisan International Value Investing Stock Pitch Challenge
Date: February, 25 2022
Competitors: Andrew Gale'22 pitching FLTR; Will Husic '22pitching MTCH; Dickson Pau '22pitching KKR (first place) ; and Wenbo Zhao '22 pitching ALSN
2nd Annual Artisan International Value Investing Stock Pitch Challenge
Date: January 22, 2021
Competitors: Tim Lechleider '21, Joe Li '21, Amitaabh Sahai '21 (first place), Eric Tse '21
1st Annual Artisan International Value Investing Stock Pitch Challenge
Date: January 31, 2020
Competitors: Bruce Kim '20, Alvaro Pasquin '20 (first place), Sam Semerjian '20, James Shen
Competition Archive
Alex Porter
Founder and Managing Member, Amici Capital, LLC. Mr. Porter founded the Firm’s predecessor investment advisory entity in 1976, and serves as a managing member of the Firm. Mr. Porter began his career with Interstate Securities Corporation in Charlotte, North Carolina in 1960. In 1964, he joined the NYSE member firm Auerbach, Pollack & Richards in New York, where he worked as an investment analyst. Mr. Porter then joined hedge fund manager A.W. Jones as a portfolio manager in 1967, where he remained until moving to Sanford Bernstein in 1972. In 1974, he left Sanford Bernstein to organize the Firm’s predecessor investment advisory entity, which commenced operations in 1976 with the launch of its original fund, Amici Associates L.P. Mr. Porter is a founder and director of Distribution Technology, Inc. since 1968. He has been a Trustee of Davidson College since 1992, and serves on the Boards of Rollcast Energy, Inc., Queens University of Charlotte, The John Simon Guggenheim Foundation, and the Library of America. Mr. Porter also serves on the Advisory Board of Murdock Capital Partners Corp. He received his Bachelor of Arts in English from Davidson College in 1960.
Moon Lee
Moon worked at Porter Orlin (now Amici Capital LLC) from 2003 to 2008 and demonstrated a tireless ability to identify and analyze deep value opportunities in financial instruments of all kinds. His diligent work to uncover value where few could see it remains an inspiration to all of us at Amici Capital and is at the heart of the program at the Heilbrunn Center for Graham & Dodd Investing. Moon’s favorite book on investing was The Little Book that Beats the Markets by Columbia Adjunct Professor Joel Greenblatt.
Moon graduated Magna Cum Laude from Harvard College and received his MBA from Harvard Business School. During his MBA studies, Moon received the prestigious Dean's award for co-founding a Junior Achievement mentoring program at a local public high school. The program grew to 70 students and 60 MBA volunteers and impacted numerous lives. Moon loved to laugh and built strong ties to so many people. He is survived by his parents, his sisters, his nieces and countless devoted friends. At Amici Capital, we cherish Moon in absentia and are proud to celebrate his memory with this prize.
The Heilbrunn Center for Graham & Dodd Investing Stock Challenge (2016-2017)
Date: January 27, 2017
Competitors: Marc Grow '17, Eric Laidlow '17, Alexander Levy '17 (second place), Zach Rieger '17 (first place)
Amici Capital Prize Competition (2014-2015)
Date: February 13, 2015
Competitors: Kirill Alexsandrov ’15, Harry Garcia ’15, Luke Tashie ’15 (first place), Brian Waterhouse ’15 (second place)
5th Annual Moon Lee Prize Competition (2013-2014)
Date: January 31, 2014
Competitors: Stephen Lieu '14, Patrick Stadelhofer '14 (first place), Akhil Subramanian '14 (second place), Jackson Thies '14
4th Annual Moon Lee Prize Competition (2012-2013)
Date: March 1, 2013
Competitors: Arjun Bhattacherjee ’13 (second place), Andrew Gordon ’13, David Magid ’13 (first place), Patrick Staub ’13
3rd Annual Moon Lee Prize Competition (2011-2012)
Date: January 27, 2012
Competitors: Michael Durand ’12, Noah Snyder ’12 (second place), Michael Yablon ’12 (first place), Michael Zapata ’12
2nd Annual Moon Lee Prize Competition (2010-2011)
Date: January 28, 2011
Competitors: Todd Brunner ’11, T.J. Carter ’11 (first place), Eric Hagemann ’11, Patrick Sullivan ’11 (second place)
1st Annual Moon Lee Prize Competition (2009-2010)
Date: December 8, 2009
Competitors: Grant Bowman ’10 (first place), Brad Doppelt ’10, Sidney Gargiulo ’10 (second place), Matthew Lilling ’10
For more information about past events, please contact the Heilbrunn Center.