OUR DIVISIONS

The fund is structured across six core divisions: Consumer Goods, Technology, Healthcare, Commodities, Industrials, and Financials

Consumer Goods - Focuses on demand-driven sectors spanning essentials to discretionary products, analysing consumer trends, brand pricing power, and cyclical spending behaviour.

Technology - Covers disruptive innovation across hardware, software, and digital infrastructure, with emphasis on scalability, IP moats, and network effects shaping modern economies.

Healthcare - Evaluates firms in biopharma, medtech, and healthcare services by assessing clinical pipelines, regulatory landscapes, and demographic tailwinds.

Commodities - Tracks supply–demand imbalances in energy, agriculture, and metals, incorporating geopolitical shocks, currency hedges, and inflation-hedge characteristics.

Industrials - Analyses capital-intensive firms in manufacturing, logistics, and infrastructure, focusing on margin resilience, input cost volatility, and automation tailwinds.

Financials - Covers banking, insurance, and asset management by modelling interest rate sensitivity, regulatory capital buffers, and systemic linkages to credit cycles

ADVISORY COMMITTEE

Michael Prinz

Founder (20-21)

Michael Prinz is the Founder of Oakwood Fund Management, the University of East Anglia’s student-managed investment fund. He established the fund in July 2020 and led it until August 2021.

He currently works at Goldman Sachs in London, where he has held the following roles:

Partner Family Office Associate (Dec 2024 – Present)

Partner Family Office Analyst (Sep 2021 – Dec 2024)

Michael graduated with First-Class Honours in Accounting and Finance (BSc) from the University of East Anglia in 2021. He previously studied at Christ’s College Finchley from 2016 to 2018.

He is also a CFA Level II candidate, with the CFA Level I credential issued in June 2025.

Joe Bartley

Senior Analyst (22-23)

Joe Bartley is a Junior Portfolio Manager at Charles Stanley & Co. Limited, where he has worked since September 2023 within the Court of Protection team, helping manage approximately £900 million in client assets. His responsibilities include monitoring financial markets and macroeconomic developments, conducting investment research, and recommending stocks and funds to optimise client portfolios.

He previously held two analyst positions at Oakwood Fund Management:

Senior Analyst – Technology (Nov 2022 – May 2023)

Macro Analyst (Jan 2022 – Oct 2022)

At Oakwood, Joe led a student team focused on ESG stock pitching in the technology sector and supported macroeconomic research for investment decisions. He also completed a three week placement at Charles Stanley in 2022, gaining insight across asset management, equity research, and sales.

Joe holds a 2:1 BSc in Business Management from the University of East Anglia (Class of 2023) and earned an A* in A-Level Business from Lowestoft Sixth Form College. He is certified with the Investment Advice Diploma from the CISI.

Oliver Baillie

Managing Director (24-25)

Oliver Baillie served as Managing Director of Oakwood Fund Management, the University of East Anglia's student-managed investment fund, from September 2023 to June 2025, before joining the fund's Advisory Committee.

He completed legal internships at Clifford Chance, Jones Day, Tata Communications, and Birketts LLP, gaining experience across competition, M&A, and banking.

His written work includes two publications-Evaluating the Impact of the Singapore Convention on Mediation 2018 (2025) and Exploring the Impact of Minimum Wage Increases on Crime: An Analytical Assessment Using the Becker Model and Empirical Evidence with Relevance to the UK Context (2024)-and two articles: Penguins, Protectionism, and the Price of Global Trade (2025) and Navigating the Rate Storm: Derivatives and Structured Products Brace for Impact (2023).

Joshua Li

Managing Director (23-24)

Josh is the founder of an AI productivity startup based in Hong Kong. Prior to launching his venture earlier this year, he served as the Head of VIP Coordination for a non-profit Asia-Pacific convention, where he managed the logistics for over 500 delegates across the event.

Previously, he held the role of Managing Director at Oakwood Fund Management and served as Vice President of the UEA Finance and Investment Society during the 2023–24 academic year. During his time at university, he also completed internships with Jones Lang LaSalle and several SMEs across diverse industries, including retail, real estate, operations, and human resources.

Josh graduated with Second-Class Honours in Law (LLB) from the University of East Anglia in 2024.

Jake Smith

Director (24-25)

Jake is currently an M&A tax analyst, where he is involved in primarily infrastructure deals, but also works with large-cap private equity opportunities and pan-European real estate. His technical interests lie in management incentive plans, post-integration services and SPA/SHA negotiation.

During his time at university, he was extensively involved with Oakwood & FIS, having served as FIS president in '24-'25, and various roles in Oakwood including Director of Equities and Senior Analyst in both the Industrials and Financials team.

Rowan Beswick

Co-Founder (20-21)

Rowan is a Manager at Deloitte, with over three years of experience working across supply chain and procurement in both public and private sectors. Their expertise includes operating models, commercial pricing strategies, and financial modelling.

Previously, they co-founded and served as Vice President of Oakwood Fund Management, a student-run investment fund, and also held the position of Vice President at the UEA Finance and Investment Society. Earlier in their career, they completed an internship with BDO in Corporate International Tax.

Rowan holds a Master’s degree in Mathematics from the University of East Anglia, where they graduated with First Class honours and completed a dissertation on modelling infectious diseases. As part of their studies, they also spent a year as an exchange student at the University of Utah, where they were awarded a scholarship for an undergraduate research project.

MANAGEMENT 25-26

Darius Hotiu

Darius Hotiu is the current Managing Director of Oakwood Fund Management and President of the University of East Anglia Finance & Investment Society (UEAFIS). He has held leadership roles at Oakwood since January 2024, including Junior Analyst and subsequently Director of Operations.

Darius is studying Accounting and Finance (BSc) at the University of East Anglia, where he has achieved First Class Honours in both first and second year, with grades of 70% and 83% respectively. He is a recipient of multiple scholarships from Norwich Business School to undertake professional qualifications, including:

CISI Level 3 Introduction to Securities & Investments

CFA Level 1

Darius was also a brand ambassador for CISI during his second year.

Toby Coogan

Toby Coogan is currently the Director of Operations at Oakwood Fund Management and Vice President of the University of East Anglia Finance & Investment Society (UEAFIS). He has been involved in both organisations since 2024, previously serving as a Senior Analyst at Oakwood and Head of Events at UEAFIS.

Toby is pursuing a BSc in Economics at the University of East Anglia (2024–2027) and has completed a two-week work experience at Beckett Investment Management Group in 2025.

He will be interning at Deloitte in their Business Tax Function in the summer of 2026.

Skirnir Arnason

Skirnir Arnason is a Director at Oakwood Fund Management, having previously served as a Senior Analyst for the Industrials team since February 2025. He is currently in his second year of a BSc Economics and Finance degree at the University of East Anglia (2023–2026), where he is actively involved in the Economics Society and Finance & Investment Society (UEAFIS).

Skirnir is a multilingual student, born in Iceland, raised in the USA, and currently studying in the UK, bringing a global perspective to his academic and professional pursuits. His interests lie in financial markets, economics, and data science, with intentions to pursue postgraduate study in one of these fields.

Prior to university, he achieved an A in Mathematics*, A in Economics, and B in Computer Science at Albemarle Independent College. He also completed a Production Assistant role at Republik Film Productions in Reykjavík, supporting the promotion of an Italian fashion brand's winter collection.

ALUMNI