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Awarded Small Cap Fund of the Year (2022) by Zenith and ranked the No. 1 small cap equities fund in Australia for the 3 years to June 2022 (Mercer). The Emerging Opportunities Fund – Class A is the only small cap fund to rank in the top quartile in each of the last three financial years of the Mercer survey (FY20, FY21 and FY22), demonstrating consistency in performance.
The team were also awarded Star Managers (2022) by Financial Newswire and SQM Research. 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 $3.0 billion across a range of asset classes including income securities, equities, property and alternative assets.
Over our 25 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.”
21 February 2024
Mike Younger is portfolio manager of Prime Value Asset Management’s Prime Value Emerging Opportunities Fund. The Melbourne-based firm oversees more than $1.25 billion in assets. What will you be looking for in the upcoming reporting season? Company commentary around customer demand and the strength of the job market will be key. The economy has proven more resilient […]
Australia’s dairy industry is catching the eye of investors who favour alternative assets with highly supportive supply/demand fundamentals and the potential to capture income and capital growth. This is the view of Elizabeth Blackhurst and James Everist, Directors of the Prime Value Dairy Trusts. Blackhurst and Everist say the Australian dairy industry’s supply and demand fundamentals […]
13 February 2024
Investors now have two options for investing in the outperforming Prime Value Emerging Opportunities Fund, with Prime Value announcing a new class of units for investing in the Fund. The new Class B units will use the Small Industrials Accumulation Index as its benchmark, which is considered the most comparable index as the fund does […]
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