The Rosenfield Family Prize
The Rosenfield Family Prize for Excellence in Security Analysis recognizes outstanding equity research produced by students in The Ohio State University Student Investment Management (SIM) Program. Awarded each semester, the prize honors the graduate or undergraduate student who submits the strongest professional-quality security analysis report and investment recommendation.
Eligibility
The competition is open to current undergraduate and graduate students enrolled in the Student Investment Management (SIM) Program at the Fisher College of Business.
Report Requirements
Students are expected to prepare an independent equity research report that demonstrates the depth of analysis used by professional investment analysts. Each submission should include:
- An executive summary with a clear Buy, Hold, or Sell recommendation
- A target price and investment horizon
- A thorough analysis supporting the recommendation
- Discussion of the company's business model, competitive position, financial performance, valuation, risks, and growth opportunities
- Consideration of both fundamental and technical factors where appropriate
Reports should be written in the format of an executive memorandum and may include supporting charts, financial models, tables, and other exhibits. Students are encouraged to leverage the extensive financial research resources available through The Ohio State University, including Bloomberg, S&P Capital IQ, WRDS, IBES, Compustat, and other industry-standard databases.
Presentation slides used during SIM class presentations may also be submitted as supplemental material.
Submissions are evaluated based on the quality of the research, analytical rigor, clarity of writing, and strength of the investment thesis—not on the subsequent performance of the recommended investment.
Submission Timeline
Reports should be submitted by the end of the 12th week of each semester. Winners are announced during the first week of the following semester.
A panel of external investment professionals evaluates all submissions to determine the award recipients.
Awards
Each semester, the following awards are presented:
- Excellence Award: $2,500
- Honorable Mention: $1,000
About the Rosenfield Family Prize
The Rosenfield Family Prize was established through the generosity of Ohio State alumni Jack and Dan Rosenfield to encourage excellence in investment research and security analysis within the SIM Program. The award reflects the program's commitment to developing exceptional analytical, valuation, and communication skills that prepare students for successful careers in investment management and finance.
Contact
For additional information about the Rosenfield Family Prize or the Student Investment Management Program, please contact:
Professor Kewei Hou
Student Investment Management Program
Fisher College of Business
The Ohio State University
820 Fisher Hall
Columbus, OH 43210-1144
Phone: (614) 292-0552
Email: hou.28@fisher.osu.edu