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 and has over 24 years of investment experience. He specializes in investments in the mainland China market including A-shares and H-shares of listed companies. Over the years Sze developed a unique investment philosophy which allows him to seize emerging opportunities by taking advantage of a sector’s rotation. Combining this approach along with his mastery in technical analysis, Sze is able to capture short-term profits ensuring that his funds and clients are positioned for the best growth trajectory. Sze is also a veteran of the Victory investment committee and a member of the Hong Kong Securities and Investment Institute (“HKSI Institute”).
Adam graduated from the Chinese University of Hong Kong with an MBA (Finance Program) and has over ten years of investment and finance experience. Responsible for the management of the ECM ventures, sales teams, and overall frontline business, he also specializes in fund management and acts as the Responsible Officer of Victory’s Asset Management arm.
He has led many of the group’s global expansion projects and established the US business. Adam continues to formulate and executes the company’s core strategies derived from the executive board’s mandate. He is currently spearheading developments across China, Singapore, and Japan to uncover new opportunities for Victory and its clients.
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.
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.
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.