PEOPLE | Oakwood Fund Management

Our Divisions

The fund is structured across seven core divisions. Each owns its coverage end to end - screening names, building the models, and defending the call.

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.

Quant

Applies statistical and computational methods across the fund - factor models, systematic signals and backtesting - supporting the fundamental teams with data-driven analysis.

Management 2026-2027

The management team sets strategy, runs the research cycle, and is accountable for every deliverable the fund publishes.

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Advisory Committee

Former directors and founders who stay close to the fund, partnering with each incoming cohort. This is how knowledge transfers year to year.

Michael Prinz

Founder · 20-21

Goldman Sachs · London

Michael founded Oakwood Fund Management in July 2020 and led it until August 2021. He is a Partner Family Office Associate at Goldman Sachs in London, a role he stepped into in December 2024 after three years as an Analyst on the same desk.

He graduated from UEA in 2021 with First-Class Honours in Accounting and Finance (BSc), and is a CFA Level II candidate having earned the Level I credential in June 2025.

Rowan Beswick

Co-Founder · 20-21

McKinsey & Company · London

Rowan co-founded Oakwood and served as its Vice President, alongside the same role at the UEA Finance and Investment Society. They are now a Junior Associate at McKinsey & Company, having previously spent over three years at Deloitte across supply chain and procurement in both public and private sectors - specialising in operating models, commercial pricing strategy and financial modelling.

They hold a Master's in Mathematics from UEA with First Class honours, including a dissertation modelling infectious diseases, and spent an exchange year at the University of Utah on a research scholarship.

Joe Bartley

Senior Analyst · 22-23

Charles Stanley & Co. · London

Joe is a Junior Portfolio Manager at Charles Stanley, working since September 2023 within the Court of Protection team, which manages approximately £900 million in client assets. He monitors markets and macroeconomic developments, conducts investment research, and recommends stocks and funds for client portfolios.

At Oakwood he was Senior Analyst for Technology and, before that, Macro Analyst - leading a team on ESG technology pitching. He holds a BSc in Business Management from UEA and the Investment Advice Diploma from the CISI.

Joshua Li

Managing Director · 23-24

Wonder · Hong Kong

Josh works in Hong Kong as a Business Analyst focused on international expansion. He previously founded an AI productivity startup there, and before that was Head of VIP Coordination for a non-profit Asia-Pacific convention, managing logistics for over 500 delegates.

He was Managing Director of Oakwood and Vice President of the UEA Finance and Investment Society during 2023-24, and interned with Jones Lang LaSalle among others. He graduated from UEA in 2024 with Second-Class Honours in Law (LLB).

Oliver Baillie

Managing Director · 24-25

Mercor · London

Oliver was Managing Director of Oakwood from September 2023 to June 2025 before joining the Advisory Committee. He is now a Project Manager at Mercor in London, having completed legal internships at Clifford Chance, Jones Day, Tata Communications and Birketts LLP across competition, M&A and banking.

He has published on the Singapore Convention on Mediation (2025) and on minimum wage increases and crime using the Becker model (2024), alongside articles on global trade and on derivatives in a rising rate environment.

Jake Smith

Director · 24-25

Deloitte · Cambridge

Jake is an M&A Tax Analyst at Deloitte in Cambridge, working primarily on infrastructure deals alongside large-cap private equity opportunities and pan-European real estate. His technical interests are management incentive plans, post-integration services, and SPA/SHA negotiation.

At university he served as Director of Equities and Senior Analyst in both the Industrials and Financials teams at Oakwood, and was President of the UEA Finance and Investment Society in 2024-25.

Darius Hotiu

Managing Director · 25-26

Deloitte · Cambridge

Darius led Oakwood Fund Management as Managing Director, having joined in January 2024 as a Junior Analyst and served as Director of Operations before taking over the fund.

He is currently an M&A Tax Summer Intern at Deloitte, where he has advised on four deals, a reorganisation, and a structuring engagement for the launch of a new private equity fund. He is also a podcast researcher for AmplifyME's 'Market Maker' podcast.

Darius graduated in Accounting and Finance (BSc) from UEA with First Class Honours and an overall degree grade of 79.4%. He holds 2 scholarships for the CISI Level 3 Introduction to Securities & Investments diploma and CFA Level 1, and during his second year, was a CISI brand ambassador. Alongside Oakwood he was Vice-President of the Finance & Investment Society, Treasurer and Publicity Officer of the Lifting Sports Club, and Health & Safety Officer for the Economics Society.

Alumni

Oakwood members have gone on to 42 firms and institutions across investment banking, asset management, consulting, law and the public sector.

Graduate Destinations

Goldman Sachs, J.P. Morgan, Citi, Barclays and Deutsche Bank, alongside Schroders Greencoat, Polar Capital, Rothesay, Deloitte, PwC, Accenture, Baker McKenzie and HM Treasury - with the roles held at each.

See Destinations