Syed Bakht

Oakwood Investment Fund With 3 founding members, Oakwood is the first of its kind real money ESG student-managed fund in the UK. Having secured funding of £50k, we envision Oakwood Investment Fund as a leading student-run fund in the country. The fund is a not-for-profit; a charitable organisation where at least 10% of the profits are donated to charities each year. We take long positions only, with investment analysis driven by ESG principles. The fund will use a Top-Down asset allocation investment strategy due to the nature of our student analysts. The fund will hold approximately 80% equities and 20% bonds to reduce risk and will hold cash reserves to react to market developments as a key part of the fund’s risk management. Asset allocation can be rebalanced to reflect market conditions. The fund will be rebalanced quarterly to reassess invested positions. Oakwood is most grateful to any investor willing to provide a charitable donation to the fund. Branding and recognition for investors on the fund’s website will also be available. Till date: - Created a new identity for the fund - Created business plans and pitch deck whilst actively seeking new funding for the funds capital. - Created financial classes (Including pitching a stock and valuing a stock), - Created new divisions and logistics (Risk & Compliance, Macro reporting, fundraising team) - Conducted numerous hours of meetings to explain job roles in detail, going forward with the fund, strategy implementation and fundraising. - Created portfolio weightings to match risk category. - Managing and overseeing 8 portfolio teams which consist of 48 analysts. - Organised meetings for stock pitches to be presented after filtering through the risk team. - Set up trading competitions to find top performers. Have entered the CME competition, Natixis IM