Reports

The Babson College Fund produces quarterly and semester performance reports. Weekly performance reports are for internal management purposes.

Four quarterly statistical reports are produced, which present performance measures and statistics for the three month periods ending March 31, June 30, September 30, and December 31. The goal is to complete quarterly reports within four weeks of each quarter’s end.

The fall semester report is produced in December, covering the period from May 1 to November 30. The fall semester report details the management and performance of the Fund and presents supporting data and statistics.

The spring semester report is produced in May, covering the full year from May 1 to the following April 30. The spring semester report details the management and performance of the Fund during the course of the year, and presents supporting data and statistics.

All research and reports produced by the Babson College Fund managers are available upon request to our sole client, The Babson College Trustees.

2013-2014 Reports: 

Executive Portfolio Managers
Basic Materials/Energy Sector
Consumer Products Sector
Technology Sector
Utilities/Telecom Sector
Quantitative/Risk Sector
Industrials Sector
Financials Sector
Healthcare Sector

 

2012-2013 Reports: 

Basic Materials/Energy Sector: OMG
Consumer Products Sector: EDU
Technology Sector: INTU
Utilities/Telecom Sector: LMOS
Utilities/Telecom Sector: BCE
Industrials Sector: ROK
Executive Portfolio Managers: COF
Healthcare Sector: BAX

 

Past Reports:

2012 Spring Executive
Utilities/Telecom Sector: SBAC