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Ranked No. 1 small cap equities fund in Australia for the 3 years to June 2022 (Mercer) and is also the only small cap equities fund in Australia to rank 1st quartile in FY20, FY21 and FY22.
These achievements are a testament to our unique and intuitive investment approach that balances wealth creation and capital preservation, anchored on a strong risk management framework, which has delivered industry-leading returns over longer time periods.
We have been co-investing with our investors since 1998, building wealth together. We now manage in excess of $2.5 billion across a range of asset classes including income securities, equities, property and alternative assets.
Over our 24 year history, our flexibility and our culture has enabled us to grow and consistently deliver attractive investment opportunities to our clients.
For two years in a row Standard and Poor‘s awarded Prime Value its Boutique Fund Manager of the Year
Together with our sister company Shakespeare Property Group, Prime Value now manages in excess $2.5 billion in asset classes covering equities, income securities, property, and alternative assets.
We have two funds – the Prime Value Enhanced Income Fund (called the Prime Value Cash Plus Fund until 20 December 2020), and the Prime Value Diversified High Income Fund – both funds dedicated to providing a periodic and reliable income to investors. The Enhanced Income Fund has a lower risk and generally lower return compared to the Diversified High Income Fund.
Prime Value builds on 22 years of investing to achieve superior long term returns for investors. The firm’s investment philosophy and process have been effective through many economic and market cycles—as a result, we are recognised as a leading equity investor, with an established track record which serves as a foundation for future success.
Prime Value Asset Management launched its Select Mortgage Income Fund in 2019. The Select Mortgage Income Fund allows investors to achieve regular income through a choice of loans which are secured by real property mortgages and/or security interests.
Strict lending guidelines and prudent risk management are applied to ensure capital protection. Since inception the Select Mortgage Income Fund has achieve 7.0% plus per annum in returns for its investors.
Income Securities, Equities and Property are core to our investment philosophy but in our changing real and investment landscape, resilient portfolios require new thinking, adaptability and patience. Prime Value Alternative Assets are investments in real assets in sectors underpinned by global macro trends.
Property assets are managed by Prime Value Asset Management’s sister company Shakespeare Property Group. It specializes in assessing, quantifying and managing property related risks.
The first commercial property syndicate was launched in 2002, over the years further property funds have been offered to investors. The current portfolio of assets – which covers the commercial office, hotel and retail property classes – spans five states and four capital cities and is in excess of $1 billion. Since inception the Property funds have achieved 15.0% plus per annum in returns for investors.
Putting our clients first
Prime Value has been co-investing with its investors since 1998, building wealth together.
We are not aligned with the major financial institutions, allowing us to act in our investors' best interests with an eye to the long term.
Protecting clients' capital in difficult markets by minimising mistakes.
An inclusive and collaborative culture built around humility and passion for investment. This is reflected in the longevity and stability of the management and investment team.
Prime Value offers the benefits of a specialist boutique investment manager with a focus on delivering a high conviction approach to wealth creation.
“We have been partners with Prime Value for 10 years and have nothing but appreciation for the way they have assisted us to wisely invest our capital. As an organisation we need cash flow to fund our overheads and the Prime Value investments has enabled us to directly help the poorest people on the planet. I unreservedly recommend Prime Value and their competent team to your organisation!”
“Prime Value’s core values and their fundamental investment philosophy is based upon integrity, so much so that my family became and continues to be investors in their various funds”
“I first invested with Prime Value and its CEO Mr Quek in 2003. I was attracted to his approach of building wealth with the interesting reference to the ancient ‘Art of War’ by Sun Tzu and the clever fighter being to one who wins his battle by making no mistakes. Without hesitation, my life-long savings changed hands. That decision has paid off with our portfolio generating double-digit returns since – a modest return in the eyes of professionals, but enough for retirees to claim financial freedom. As well as this financial reward, my wife and I have made a friend – a fair dinkum and trusted friend.”
“The advice and investment management by Prime Value over many years has been a true blessing for the growth of The Australian Navigators’ ministry. Prime Value’s partnership with us has produced significant growth in our Endowment Fund. The Australian Navigators is very grateful to God for His provision through Prime Value.”
“I have been investing in Prime Value for more than 10 years, I would say that Prime Value is a trustworthy company with good stewardship towards my investments over the years. I would never doubt to continue investing in Prime Value for any of their future endeavour.”
“We have invested a substantial amount of our superannuation fund with Prime Value. Our attraction to Prime Value lies in the trust we have built through our Relationship Manager and also Mr Quek the CEO who we have found to be a very astute and cautious financial manager. Moreover, we have felt very secure in the knowledge that the organisation treats us like family and are keenly interested in growing our wealth but also keeping our funds safe. We have recommended Prime Value to family members and friends who have also invested with them.”
10 August 2022
Today we’re delighted to welcome Richard Ivers and and Mike Younger, running point on the Prime Value Emerging Opportunities Fund at Prime Value Asset Management We got on the blower to Richard after the Prime Value Emerging Opportunities Fund kicked a goal by securing a rating among Australia’s ‘Star Managers’ by the fin services journos at Financial […]
9 May 2022
The RBA may have raised interest rates, but Matthew Lemke, fund manager (income funds) with boutique investment house Prime Value Asset Management, says cash investors are still in the wilderness, and now paying an even higher price for safety. Mr Lemke says growing inflation has left cash investors so far behind they are unlikely to […]
25 March 2022
Richard Ivers is portfolio manager of the Prime Value Emerging Opportunities Fund How have you beat the Small Ords without investing in resources stocks? Not investing in small resource stocks has been a headwind over the last six months. When resources stocks run, they tend to run hard, like we are currently seeing. But we have […]
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