Investing in Tomorrow's Leaders

WHO ARE WE?

Oakwood Fund Management is a student-led investment initiative driving research, capital markets training, and professional development for ambitious UEA Students.

KEY DELIVERABLES

Stock Pitches

These occur twice per year and are structured presentations where sector teams argue a specific recommendation on a company's equity. A typical pitch includes but not limited to: Company Overview (What the firm does, its industry position), Investment Thesis (2-3 core reasons why stock is under/overvalued), Valuations (DCF, comparables, multiples, precedent transactions), Catalysts (Key events causing deviation in the current price), Risks and Mitigants (What could go wrong, and why the thesis still stands), and recommendation (Clear conclusion "buy/sell/hold", position-sizing, stop-loss conditions).

What will you gain?

Analytical Thinking - Distil large volumes of information into a few key, concise arguments
Technical Skills - Learn valuation techniques, practice financial modelling and interpret financial statements.
Communication - Structuring an argument, storytelling with data, and defending recommendations
Teamwork / Leadership - Analysts practice collaboration by splitting research tasks, quality assurance and alignment on a final viewpoint.

Ultimately, stock pitches are a bridge between theory and practice, allowing students to begin thinking like an investor. These skills gained are transferrable to other professional industries like law, insurance and professional services.

Industry Report

An industry report is a structured analysis of a sector rather than an individual company. Teams are expected to produce a full industry report per year. The purpose is to understand trends, risks, and opportunities that affect all players in the space, and to position the portfolio accordingly. A typical industry report includes but not limited to: Sector overview and methodology, thematic analysis, risks and opportunities, valuation and investment implications (sensitivity analysis, portfolio recommendations).

What will you gain?

Research & Data Handling - Gathering and synthesising information from reports, databases, and news.
Macro-to-Micro Thinking - Learn how industry-level forces cascade into company-level valuations.
Professional Output - Produces a tangible report that mirrors sell-side equity research or consulting deliverables, which are useful for CVs and interviews.

WHY OAKWOOD FUND?

PROFESSIONAL DEVELOPMENT

LIKE-MINDED INDIVIDUALS

Training Pipeline

access to alumni

Intellectual Growth

CV Credibility

OUR VALUES

Ownership – We take accountability and pride in our deliverables, shown through our insatiable desire to improve. We also own our mistakes, viewing them as opportunities for growth, and remain receptive to constructive feedback as a cornerstone of our continuous development.

Ambition – We pride ourselves in excellence, operationally, strategically and intellectually, striving to set new standards each academic year through incremental improvements. Our management team and advisory committee actively seek breakthroughs to turn our student fund into a credible launchpad for careers in investment.

Knowledge Transfer – We are altruistic in nature and aim to make finance education and professional insights accessible for all whilst preserving meritocracy. This is reinforced through our strong continuity of leadership, achieved through our operational directors closely partnering with the current management team.