Babson College Fund
The Babson College Fund (BCF) is an accredited course in which specially selected students from both the Undergraduate and Graduate schools manage a $2M portion of the Babson College endowment. The program is for highly self-motivated individuals with a strong interest in finance and investments. Participation requires a two-semester commitment.
The fund’s objective is long-term capital appreciation with a conservative level of risk. The investment process of the Babson College Fund is to aggressively apply conservative investment principles. Students conduct intensive fundamental and quantitative research to identify stocks that are good values at their current market prices. Selected stocks are then over weighted within a diversified portfolio.
The program seeks to provide a rich educational experience through the development of investment research skills and the acquisition of portfolio management experience. These skills and experience are highly valued by employers in the investments industry.
Sophie Stewart ’16
Sophie Stewart ’16 shares her experience as a member of the Babson College Fund, a student-run investment fund for select undergraduate and MBA students. She discusses working with a team to manage a $2 million portfolio and explains how the resources in the Cutler Center Investments Lab enable students to complete their analysis and prepare for positions in the financial services industry after graduation.