The Asset Management team in Victory has accumulated over 20 years of experience in the capital market. They all are professionals who love to study and research, treat investment as their lifelong career. With the knowledge and passion, the performance excellence reflects their professionalism to continuously deliver outstanding performance and win customers′ trust, resulting in the rapid growth in Asset Under Management (AUM) every year.
Victory′s asset management team always puts clients′ interest in first place and strives to achieve clients′ investment goals by using different investment tools and products in the market in accordance to clients′ investment objectives and risk appetite.
Actively managed funds (Private Funds)
Superior management service
Through a unique macro research system, we will classify and analyze significant categories of assets and allocate them in stages with independent perspectives and judgments to obtain positive alphas (Alpha) in different economic cycles.
Sze Tung
Director of Asset Management Department
Member of Investment Decision Committee
Over the years, Sze developed a unique investment philosophy that allows him to seize emerging opportunities by taking advantage of a sector’s rotation. Combining this approach and his technical analysis mastery, Mr. Sze can capture short-term profits, ensuring that his funds and clients are positioned for the best growth trajectory.
Mr. Sze mainly invests by evaluating and selecting target companies with value and a reasonable valuation, including A-share and Hong Kong-listed companies. By adopting a multi-strategy approach, he can lock in the best arbitrage opportunity and obtain a stable return.
KL Chan
Managing Partner and Chief Investment Officer of Victory Fund Series
Member of Investment Decision Committee
As the Chief Investment Officer of Victory Fund Series, KL′s management tenet is "Achieve high quality return for investors through effective strategy and efficient execution." Victory Fund believes that investment has advantages and disadvantages regardless of its value, growth, industry, policy, technology, cycle, and scenario analysis. Investment methods need to keep pace with the times, but the core of investment is always the same. Victory Fund takes the essence of all kinds of investment methods, adopting their competitive advantages, cooperating with Assistive Intelligence, risk control, and operational discipline, and hopes to bring long-term, high-quality returns to investors.
KL has Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Chartered Alternative Investment Analyst (CAIA) qualification. He has dual master degree of Electronic Commerce Engineering (Outstanding Achievement) from the University of Hong Kong and a Master of Business Administration from the Chinese University of Hong Kong (Dean′s List). He is author of two best selling investment books in Hong Kong and presents in popular financial media such as Now Finance, Bloomberg, Hong Kong Economic Journal, and Economic Weekly.
Adam Zhou
Managing Director
Member of Investment Decision Committee
He is in charge of the group’s global expansion projects and has established the US business. Adam continues to formulate and execute the company’s core strategies derived from the executive board’s mandate. He is currently responsible for developments across China, Singapore, and Japan to uncover new opportunities for Victory and its clients.