How To Apply – Value Investing Concentration Application Requirements:

  • Complete online application form found here.
  • Cover Letter (1-Page)
  • Resume (1-Page)
  • Unofficial Transcript
  • Essay Response (1-2 Pages): Describe your academic and career interests, and explain how and why the Value Investing Program would help you explore these areas.
  • Application Due Date: Extended Deadline: June 19th, 2022 @ 11:59PM

Application Review:

  • Student applications will be reviewed by the Value Investing Program admissions committee.
  • At the admissions committee discretion, phone/in-person interviews may also be scheduled.
  • Students will be notified of their acceptance on Friday, June 24th, 2022 by 11:59p.m. via email.
  • All decisions are final.

For more information on our Program and the application process, you may also view the slide presentation from our April 26, 2022 information session hosted by Undergraduate Business Society by clicking on the following link: UBS – Value Investing Info Session slide presentation – April 2022

Please direct all questions to our Associate director, Humberto Merino-Hernandez, at



Mentorship Opportunity
Are you interested in value investing, or a career in finance or business? Would you like guidance towards meeting your career goals? If so, the Simon Fellowship student mentoring program may be for you!

During their second year in the Benjamin Graham Value Investing Program, Simon Fellows work to pave the way for the next cohort of concentrators by serving as mentors to students who are interested in applying (including pre-admission transfer students).  If you would like to have a mentor assigned to you, please fill out our application here.

Kindly note that participating in the mentoring program does not guarantee acceptance into the value investing program.

If you have any questions, please contact our associate director Humberto Merino-Hernandez at