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- U-Wen Kok, CFA
U-Wen Kok, CFA
U-Wen Kok, CFA, is Chief Investment Officer of the RS Developed Markets team and portfolio manager of the Victory RS Global Fund and Victory RS International Fund. RS Investments was acquired by Victory Capital in July 2016 and is a Victory Capital investment franchise.
She recently co-authored a paper titled “Facts about Formulaic Investing,” which
was published in the Financial Analysts Journal and Ms. Kok has subsequently conducted peer interviews and the paper has received competitor reviews.
In 2017, Ms. Kok and her team were awarded the Thomson Reuters Lipper Award for delivering consistently strong risk-adjusted returns relative to its Global Multi-Cap Growth peer group over the 3- and 5-year periods ended November 30, 2016.
Ms. Kok possesses a long track record of launching and leading equity products with the focus of integrating quantitative and fundamental techniques. She began her investment career in 1990 and has served in a variety of portfolio analyst and manager roles. She has worked at several notable US and Canadian firms including the OntarioTeachers’ Pension Plan Board, Barclays Global Investors and RBC GAM.
Ms. Kok holds a B.A. in economics and political science from the University of Toronto. She is a CFA® charterholder, and a member of the Chicago Quantitative Alliance.