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BASIS

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https://hdl.handle.net/10919/92875
BASIS is a student-managed bond fund investing $5 million of the Virginia Tech endowment. We have a dual mandate of providing a unique educational experience for all of our members while generating competitive returns for the Virginia Tech Foundation. We manage the largest completely student-run fixed income portfolio in the country. www.basis.pamplin.vt.edu/

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Now showing 1 - 3 of 3
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    BASIS Annual Report 2015
    (Virginia Tech, 2015)
    The 2015 annual report for BASIS, a student-managed bond fund investing $5 million of the Virginia Tech endowment. This organization has a dual mandate of providing a unique educational experience for all of the members while generating competitive returns for the Virginia Tech Foundation.
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    BASIS Annual Report 2016
    (Virginia Tech, 2016)
    The 2016 annual report for BASIS, a student-managed bond fund investing $5 million of the Virginia Tech endowment. This organization has a dual mandate of providing a unique educational experience for all of the members while generating competitive returns for the Virginia Tech Foundation.
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    BASIS Annual Report 2017
    (Virginia Tech, 2017)
    BASIS finished the fiscal year of 2017 returning 4.71%. Unfortunately, that return was not enough to beat the index for the year. The strongest performing sector from a relative standpoint in 2017 was our Treasuries sector. Throughout the year, we were positioned for a bear flattener, which proved to be beneficial for us as the yield curve flattened significantly throughout the year. A major activity for BASIS this year was responding to a high number of tender offers, make-wholes, and calls. BASIS learned a lot from our performance this year and expects to see improvement in 2018.