Our Team

Investment Management Team – Australian Equities and Cash Plus

Shih Thin Wong, CIO & Portfolio Manager – Equities

B Econ MBA CFA

Shih Thin is the CIO and Portfolio Manager, responsible for the formulation of investment policy and process development, portfolio strategy and construction, and fundamental research. Shih Thin’s most recent experience includes Head of Investments at Xantias Financial Management, a boutique wealth management firm. Prior to this, he was Equity Fund Manager at AIG Investments/American International Group and was responsible for a broad range of sectors. Shih Thin was also Senior Research Analyst at Daiwa Securities and has also held senior analyst positions with RHB Research Institute and BZW. He has more than 20 years of investment experience.

Richard Ivers, Portfolio Manager – Equities

B Bus (Acc), SIA (Grad Dip App Fin), MBA

Richard is a Portfolio Manager in the Australian Equities team. He has over 16 years experience covering Australian equities in both portfolio management and research analyst roles. Most recently he was at Contango for two years and portfolio manager of the small companies fund which registered top quartile performance over all periods up to two years. He also worked as a portfolio manager at River Capital where the fund outperformed and senior research analyst at Ord Minnett where he was highly ranked. Richard has also gained an understanding of business strategy and finance through his roles in industry where he worked for a number of companies in the IT and finance sectors in Europe.

Leanne Pan, Portfolio Manager – Equities

B Econ MBA CPA CFA

Leanne is the Portfolio Manager, responsible for the formulation of investment policy and process development, portfolio strategy and construction, and fundamental company research. She has over 25 years’ experience in the investment industry, with a successful track record. Prior to joining Prime Value in 2004, Leanne was Portfolio Manager for the Orica Superannuation Fund, responsible for the active management of the $400 million Australian equity portfolio. Previously she was Portfolio Manager for the Shell Australia Superannuation Fund and managed the successful and sizeable Australian equity component of this fund in the 1990s.

Simon Hu, Quantitative Analyst

B Com. (First Class Honours)

Simon joined Prime Value in 2015 after graduated with First Class Honours in Bachelor of Commerce (Honours) from The University of Melbourne. As a quantitative analyst, Simon is responsible for providing quantitative and analytical support to the investment team, managing the SMAs, attribution analysis and equity research for assigned companies. He also supports the operations team when required for unit pricing and performance reporting. Simon was a former tutor for The University of Melbourne for the subjects Business Finance and Finance 1 and he had also volunteered for the University of Melbourne and other Non-for-profit organisations. During his honours year he researched on the relation between IPO underpricing and media coverage for his thesis and had also analysed indexes and commodity prices using numerical techniques.

Fiona Clark, Investment Strategist

BEcon (Actuarial), F Fin, CFTP, Dip. FP

Fiona is an Investment Strategist with over 25 years of investment and financial market experience. She is responsible for macroeconomic and thematic views, fundamental company research and risk/performance attribution. She has experience across a broad range of financial markets including domestic and international equities, commodities, fixed interest and derivative products. . She was most recently Portfolio Manager and Senior Editor with the Marcus Today stock market newsletter and has previously held senior analyst, portfolio management and treasury roles here at Prime Value and Western Mining Resources Ltd. Fiona is a well-regarded financial market analyst and commentator and she makes regular appearances on ABC TV and radio programs including The Business, News Breakfast, Overnights, and ABC Radio Ballarat. Fiona holds a Bachelor of Economics (Actuarial Studies) from Macquarie University. She also holds a Graduate Diploma of Applied Finance and Investment (FINSIA), a Graduate Diploma in Treasury Management (FTA in conjunction with Monash University) and a Diploma in Financial Services (Financial Planning).

Matthew Lemke, Portfolio Manager – Cash Plus

Bachelor of Laws (Honours), Bachelor of Commerce, JP Morgan Finance Course (overseen by Harvard Business School)

Matthew has over 15 years of experience working in portfolio management and over 30 years in global investment markets in London, New York, Singapore Hong Kong and Australia. He is the Portfolio Manager for the Prime Value Cash Plus Fund.

Matthew previously has worked for JP Morgan and Deutsche Bank. He has a law degree, and his experience working for a law firm in the area of securities, provides insights necessary to understand the legal aspects of securities in the Fund portfolio. Matthew was instrumental in setting the Fund up in 2014.

Sunny–Yang

Sunny Yang, General Manager – Hospitality Assets & Investments

B Eng., M Com, CPA

Sunny has responsibilities within both Shakespeare Property Group and Prime Value.

He is responsible for hospitality asset acquisitions, feasibility study, hotel lease / management negotiations for the Shakespeare Property Group. Within Prime Value, Sunny contributes bottom-up company research and recommendations with a particular focus on Consumer Discretionary stocks.

Sunny has more than 20 years in senior finance roles in various consumers industry including CFO of Stella Group (which managed more than 288 hotels worldwide and 3,000 plus travel agency network).

 

Investment Management Team – Australian Agriculture, Infrastructure and Structured Products

James Everist, Portfolio Manager – Australian Agriculture, Infrastructure and Structured Products

B Bus (Trans)

James is one of Prime Value’s joint Portfolio Managers for Agriculture and Resources.

He is responsible for investment strategy, portfolio construction, analysis and research. James has 30 years experience in resources and financial markets across corporate treasury, investment banking and private wealth management. James is based in Bendigo and is a Non-Executive Director of Wingara Ag Ltd, an ASX listed hay exporter.

James has held Treasury positions with Normandy Mining and WMC Ltd and senior investment banking roles with Standard Chartered Bank (Mocatta) and Morgan Stanley (Singapore) specialising in commodities sales and trading. His most recent experience was as Chief Investment Officer of the Ottomin Investment Group, a Sydney based Family Office.

Elizabeth Blackhurst, Portfolio Manager – Australian Agriculture, Infrastructure and Structured Products

B Ec, MAppFin, MEL (Environmental Law)

Elizabeth is one of Prime Value’s joint Portfolio Managers for Agriculture and Resources.

She is responsible for investment strategy, portfolio construction, analysis and research.  Elizabeth’s career has spanned 25 years in financial markets across banking, commodities, corporate advisory, private debt and private wealth portfolio management. She has worked both domestically and internationally and has held senior roles within the commodity divisions of the Commonwealth Bank, Mitsui, Bank of Nova Scotia and Dresdner.

Elizabeth brings extensive commodity risk management, analysis, structuring and advisory experience to the team as well as a strong focus on environmental and social responsibility. Elizabeth is based in Sydney.