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
Mr. Sze graduated from the Li Ka Shing School of Professional and Continuing Education in Personal Financial Planning Program at the Open University of Hong Kong. He has over 24 years of investment experience and specializes in investments in A-shares and H-shares of listed companies. With the passion for investment research and in-depth knowledge of the market, Victory Securities continuously achieves excellent performance, and the asset management scale (AUM) is overgrowing every year.
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
Mr. KL Chan has over 15 years of experience in fund management and investment. He has held key positions in several securities firms and asset management companies in China, Hong Kong, and Taiwan. During the 2007-2009 financial tsunami, KL ranked among the top fund managers in Asia, and his principal fund ranked 99 percentile in the first half of 2021. KL is good at combining in-depth knowledge of the financial market, using computer technology to integrate logic and ideas, and combining multi-angle analysis to make investment decisions and perform risk control.
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
Adam graduated from the Chinese University of Hong Kong with an MBA (Finance) and has over 10 years of investment and finance experience. He is responsible for Asset Management, overseas Capital Market, overall frontline business and acts as the Responsible Officer of Victory’s Asset Management.
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.
