Connecting InvestmentPhilosophy AcrossCampuses.

Bastion teaches new analysts, connects students with mentors, and focuses on finding undiscovered market opportunities to empower young professionals to pursue their boldest ideas.

Our purpose

Our ambition is to discover new AI strategies, grounded in knowledge, judgment, and accountability across university campuses.

Bastion Investment Society is an independent student-led organization between students at Harvard, Wharton, Princeton, and MIT. We bring in industry leaders and alumni to share their investment philosophy with like-minded young professionals. The organization manages a $100,000 student-run fund.

Members learn how to follow macro news and connect it to how currencies, commodities, and equities change in value.

Meet Our Team

Research at the Center of Knowledge

Each sector is led by a portfolio manager responsible for leading a team of analysts through investment research. We use natural language processing, Python, machine learning and AI to produce higher-quality, in-depth research on equity and debt markets.

Meet The Team

Lower Manhattan skyline at dusk from Brooklyn Bridge Park

The New York Stock Exchange facade with a large American flag

What members learn

Curriculum

Financial statement analysis: income statement, balance sheet and cash flow
Specialized NLP like FinBERT to analyze forums and keywords and identify bot manipulation
Accounting fundamentals and earnings quality
Alternative data: satellite imagery, geolocation, and sources like Argos and Space Atlas
Time value of money and valuation basics
Deep learning for non-linear asset pricing
Discounted cash flow (DCF) modeling
Limit order book dynamics and microsecond-by-microsecond liquidity data
Comparable company and precedent transaction analysis
Generative scenario generation, including generative adversarial networks (GANs)
Equity research and building an investment thesis
Testing leverage and position sizing
Portfolio theory, risk and return, and CAPM
Python for data analysis and backtesting
Fixed income: bonds, yield curves, duration and credit spreads
LLM agents for generating slides, Excel models and investment memos
Macro: following central banks, rates and economic data, and linking them to currencies, commodities and equities
Accounting checks with fog scores and the Piotroski F-score and Beneish M-score
Derivatives and options basics
Long/short and long-only portfolio construction and risk management
Pitching and defending an idea to an investment committee

Connecting InvestmentPhilosophy AcrossCampuses.

Our ambition is to discover new AI strategies, grounded in knowledge, judgment, and accountability across university campuses.

Research at the Center of Knowledge

Where we're from

Curriculum