Research Challenge 2022

Thursday the 23 February, the CFA Society Sweden was proud to host the 2022 edition of the CFA Institute Research Challenge final, in person, at Handelsbanken’s headquarters in Stockholm. After five month of intense work, two teams from Linköping University and one team from University West presented their recommendation and target price on Clas Ohlson AB at the Swedish final.

This year’s judges, Andreas Brock (Coeli), Fredrik Ahlin (If) and Erik Karlsson (Cape View Capital) were impressed by the teams BUY recommendation, supported by an high quality presentation, which showed an in-depth analysis of the company’s fundamentals, financials and ESG factors. The team’s written report also convinced the graders, Mats Waldemarsson (Swedbank), Stefan Ericson (Pareto Asset Management) and Sven Zetterqvist (Stena).

Linköping University’s team 2 was composed of Patrik Egléus, Linus Alentun, Leon Schroeder, Louice Karlsson and Simon Elfstrand. The team was mentored by Mark Shay (Accendo Capital) and had guidance from their faculty advisor Öystein Fredriksen, Senior Lecturer.

The Board of CFA Sweden would like to thank all the volunteers that made this year’s challenge a great success: mentors, graders and judges. A big thank you goes out to the challenge sponsors; Handelsbanken, Refinitiv and Clas Ohlson.

Linköping University may now participate in the EMEA semi-finals on April 7. This may lead them to the EMEA final on April 28 and, ultimately, to the Global final which will air on May 17 during the CFA Institute’s Alpha Summit GLOBAL.

Participating teams came from Linköping University and University West.

About Research Challenge:

The CFA Institute Research Challenge offers students the unique opportunity to learn from leading industry experts and compete with peers from the world’s top finance and business programs. This annual educational initiative promotes best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills. The challenge gathers students, investment professionals, publicly traded companies and corporate sponsors together locally for a real world competition on a global scale.

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