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Investment Approach

The RS Global strategy seeks long-term capital appreciation by investing in companies up and down the market cap spectrum which are anticipated to sustain long term growth. The strategy will normally invest 40% or more of its total assets in securities of non-U.S. companies. Using data-driven discipline in conjunction with a fundamental bottom-up approach, the investment team seeks to capture information inefficiencies in the global equity markets in order to provide a consistent, diversified return stream over market cycles while managing portfolio volatility.

Philosophy & Process

The team looks to exploit global market inefficiencies by combining the best traits of quantitative and fundamental investing. Ideas are generated from companies that it believes possess strong earnings quality, operational efficiency, sound management, favorable growth characteristics, attractive valuations, and favorable market sentiment. The team also applies two layers of robust risk management – at the portfolio and market level - to highlight broad risk exposures, while a strict sell discipline helps ensure prompt response to valuation changes, rank deterioration, and other red flags.

U-Wen_Kok

U-Wen Kok is the portfolio manager of the Victory RS Global Fund and the Victory RS International Fund and a member of the RS International Developed Markets team. RS Investments was acquired by Victory Capital in July 2016 and is a Victory Capital investment franchise.

U-Wen began her investment career in 1990 and has served in a wide variety of portfolio analyst and manager roles. Prior to joining RS Investments in 2013, U-Wen was a portfolio manager at RBC Global Asset Management for North American and global equity products. 

U-Wen holds a B.A. in economics and political science from University of Toronto and is a CFA charterholder.

 

David HorieDavid Horie is a research analyst and member of the RS International Developed Markets team. RS Investments was acquired by Victory Capital in July 2016 and is a Victory Capital investment franchise.

He began his finance career in 1992 and worked in fundamental equity and industry research at Wellington Management and in management consulting at McKinsey. 

David holds an M.S. in finance from the University of London and an M.B.A. from the University of California, Los Angeles. Additionally, he is a CFA charterholder.
 
Adam MezanAdam Mezan is a research analyst and member of the RS International Developed Markets team.  RS Investments was acquired by Victory Capital in July 2016 and is a Victory Capital investment franchise.

Prior to joining RS Investments in 2014, Adam worked at Nomura Asset Management in London, covering global industrials and auto sectors. Previously, he worked at CIBC World Markets, performing fundamental research on North American business/industrial services companies.  

Adam holds a B.A. from Duke University and an M.B.A. from the University of Chicago. Additionally, he is a CFA charterholder.
 
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Investment Approach

The RS Global strategy seeks long-term capital appreciation by investing in companies up and down the market cap spectrum which are anticipated to sustain long term growth. The strategy will normally invest 40% or more of its total assets in securities of non-U.S. companies. Using data-driven discipline in conjunction with a fundamental bottom-up approach, the investment team seeks to capture information inefficiencies in the global equity markets in order to provide a consistent, diversified return stream over market cycles while managing portfolio volatility.

Philosophy & Process

The team looks to exploit global market inefficiencies by combining the best traits of quantitative and fundamental investing. Ideas are generated from companies that it believes possess strong earnings quality, operational efficiency, sound management, favorable growth characteristics, attractive valuations, and favorable market sentiment. The team also applies two layers of robust risk management – at the portfolio and market level - to highlight broad risk exposures, while a strict sell discipline helps ensure prompt response to valuation changes, rank deterioration, and other red flags.

David Horie, CFA

Analyst, Developed Markets

David Horie is a research analyst and member of the RS International Developed Markets team. RS Investments was acquired by Victory Capital in July 2016 and is a Victory Capital investment franchise.

He began his finance career in 1992 and worked in fundamental equity and industry research at Wellington Management and in management consulting at McKinsey. 

David holds an M.S. in finance from the University of London and an M.B.A. from the University of California, Los Angeles. Additionally, he is a CFA charterholder.
 

Adam Mezan, CFA

Analyst, Developed Markets

Adam Mezan is a research analyst and member of the RS International Developed Markets team.  RS Investments was acquired by Victory Capital in July 2016 and is a Victory Capital investment franchise.

Prior to joining RS Investments in 2014, Adam worked at Nomura Asset Management in London, covering global industrials and auto sectors. Previously, he worked at CIBC World Markets, performing fundamental research on North American business/industrial services companies.  

Adam holds a B.A. from Duke University and an M.B.A. from the University of Chicago. Additionally, he is a CFA charterholder.