重要通告
防詐騙聲明︰最近互聯網上出現不法份子假冒勝利證券,試圖進行欺詐,為避免客戶蒙受損失,我司特此公告聲明,請瀏覽網站查閱聲明內容。
Asset Management
勝利資管團隊自2003年至今在資本市場積累近20年的經驗,這是一群熱愛研究,選擇以投資為終身職業的專業團隊。他們兼具活力與深度認知,他們的卓越體現在他們做出的成績上。我們優異業績不斷延續,越來越多的投資人朋友信賴我們,我們在管的AUM每年都在快速增長。
為投資人做出風險相匹配的優異回報,是我們一直的追求和目標。勝利的資管團隊,因應客戶的投資目標及風險偏好,利用市場各種投資工具,為客戶朋友提供不同的投資產品,力求達到客戶朋友的投資目標。我們客戶朋友的利益永遠是被放在第一位。
Victory’s Capabilities
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In-Depth Research
We care about safeguarding your assets. Our experts utilize substantial data and information to make pivotal decisions and by analysing the fundamentals behind the macro and micro factors on a variety of sectors and asset classes, we can provide sustainable long-term returns to protect and grow your wealth. Our fund managers will keep you on top of the latest changes and trends to help you navigate the markets and make the best investment decision.
Local Insights
Our institutional experts have a well-established history in investment and fund management. They are connected with a network of knowledgeable local professionals, analysts, and researchers to unearth the most compelling opportunities in the Mainland China market. They maintain an active conversation with Chinese entrepreneurs and experts to better understand the underlying sector developments in order to give our investors a competitive edge.
Asset Allocation
We excel in the creation of custom solutions and strategies designed to help our clients benefit from changing market conditions to develop true portfolio diversification. Our investment committee implements a rigorous and robust analytical process to determine the appropriate application of tools and tactics for enhancing gains or mitigating economic downturns.
Our Distinction
With a wealth of experience in the global markets, Victory’s point of differentiation stems from their unique specialization within sectors such as TMT (technology, media, and telecom), energy, and consumer discretionary. Our team’s investment performance is renowned through the industry, our reputation and prudent business practices have been recognized by clients and industry peers alike. Victory securities is committed to bringing our clients the best-in-class investment performance.
Profiles

Sze Tung

Director

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 mainland China, including 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, we can lock in the best arbitrage opportunity and obtain a stable return.

KL Chan

Managing Partner and Chief Investment Officer -
Victory Spectacular 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 Spectaculary Oppy SP Fund Series, KL's management tenet is "Achieve high quality return for investors through effective strategy and efficient execution." Victory Spectaculary Oppy SP 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 Spectaculary Oppy SP 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

Adam graduated from the Chinese University of Hong Kong with an MBA (Finance) and has over ten 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.

Adam has focused on investment and research in China A shares, Hong Kong and US equity markets, and specialized in TMT, and clean energy and EV sectors over the years. His investment philosophy is investing in the growth industry, pursuing and growing with the leading companies with rapid growth, and actively seeking opportunities to seize industry reversals. He is also a column writer in On.CC and he will occasionally share his market insight with different popular financial media.

Li Ning

Chief Economist and Chief Investment Officer

Li Ning received his PhD in Business Management from the Business School of NanKai University. He has over 20 years of investment and research experience in international capital markets. Li has been a featured guest at numerous award ceremonies and conferences and was even invited to take part in a Hong Kong Cable Television financial program.

Li is an active advisor to the research and asset management team and an invaluable member of the Victory investment committee. The stellar performance of many of Victory’s in-house funds is a direct result of his insightful forecasts into the macroeconomy and exploration of the shifts in industry cycles.

Carmen Liu

Portfolio Manager

Carmen obtained her Master’s degree in Investment Management from the Hong Kong Polytechnic University. A certified CFA with 6 years of experience in the financial research and investment industry, she has been featured as a guest on Hong Kong Cable TV investment programs. Carmen mainly focuses on China and Hong Kong’s stock markets with a specialization in the TMT and pharmaceuticals sectors. Her acute perspective into China’s economic and policy changes keeps investors ahead of shifts in the market transformation cycle. Her investment philosophy favours industries that demonstrate high growth potential and through critical evaluation, she applies a bottom-up model to proficiently screen targeted companies exhibiting healthy financials to secure undervalued investment opportunities.