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Ranked no 1 small cap fund in Australia by Mercer for performance over the 12 months to 30 June 2020. This well-deserved result is a credit to Prime Value’s investment team and Richard Ivers, who is portfolio manager for the Fund.
We have been co-investing with our investors since 1998, building wealth together. We now manage in excess of $1.5 billion across a range of asset classes including income securities, equities, property and alternative assets.
Over our 22 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 it’s Boutique Fund Manager of the Year
Together with our sister company Shakespeare Property Group, Prime Value now manages in excess $1.5 billion in asset classes covering equities, income securities, property, and alternative assets.
We have two funds (Cash Plus and Diversified High Income) dedicated to providing a reliable income to investors. The Cash Plus Fund is a very low risk, safe fund providing a cash alternative for investors. The Diversified High Income Fund has a higher return with low/moderate risk.
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.”
25 November 2020
Investing in the market inflection point – by ST Wong Click here to read the full article – Financial Review, Wednesday, November 25, 2020, pages from 24 to 24 Click here to read full article on AFR website
24 November 2020
Livewire: 6 stocks to hold for the long-term with Richard Ivers In the following video, Ivers discusses his team’s portfolio construction process and reveals another three stocks that have helped drive its outperformance. More information about Prime Value The Prime Value Emerging Opportunities Fund has topped Mercer’s Australian Small Companies (ex-ASX100) survey for the year […]
16 November 2020
Livewire: A reliable small cap that remains overlooked with Richard Ivers Ivers’ philosophy favours owning companies that can steadily compound their returns, which are often overlooked. In this interview, he outlines the case for a $5bn market cap logistics business that has delivered 15% compound earnings per share (EPS) growth over the past ten years, […]
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