Robots Suck at Value Investing
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When: Tuesday, May 22nd
12:00 PM - 1:30 PM
Where: Golden Gate University
536 Mission Street
Room 5221
San Francisco, California  94105
United States
Contact: Tracy Canning

Online registration is closed.
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Robots Suck at Value Investing

Who is better at value investing: robots or people? How have robots – the quantitatively-driven passive funds that hold, for example, low price-to-book stocks – fared against actively managed value mutual funds?

A provocative paper published last April in the Financial Analysts Journal, “Facts About Formulaic Value Investing,” by U-Wen Kok, Jason Ribando, and Richard Sloan, argues that robots are poor value investors. Join us in hearing from U-Wen Kok, CFA as she discusses the findings from her research.


U-Wen Kok, CFA, Chief Investment Officer, Victory RS Global Fund

U-Wen Kok is Chief Investment Officer of the RS International 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. She began her investment career in 1990 and has served in a variety of portfolio analyst and manager roles. Ms. Kok has worked at several notable US and Canadian firms including the Ontario Teachers’ Pension Plan Board, Barclays Global Investors and RBC GAM. She holds a BA in economics and political science from the University of Toronto, is a CFA® charterholder, and a member of the Chicago Quantitative Alliance.



Box lunch is provided.

This event qualifies for 1.5 hours of continuing education credit for CFA Charterholders.

Cancellation Policy: Please contact with at least 24 hours notice to receive a full refund.

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