Prime Value wins Zenith Small Cap Fund Award

7 April 2026

Dubbed the ‘halo’ trade, investors are turning to mature, asset-heavy Australian companies with high barriers to entry to achieve steady, reliable returns. Investors are increasingly turning to mature, asset-heavy companies with reliable dividends – a trend dubbed the ‘Halo’ trade – highlighting how dividends remain a key strategy for balancing income and growth in a […]

16 February 2026

A broader, more diversified approach on the ASX could be more effective in a higher interest rate, higher inflation environment, as investors grapple with the likely impact on the consumer, according to ST Wong, Chief Investment Officer at boutique fund manager, Prime Value Asset Management. The RBA’s move will introduce a degree of caution for […]

16 February 2026

Coffee Microcaps Fund Manager Interviews Jul 22, 2025 For this interview, I am joined by Richard Ivers and Mike Younger, Portfolio Managers at Prime Value Asset Management. In this interview, we discuss two current portfolio holdings, Australian Finance Group Ltd (ASX: AFG) and Cuscal Ltd (ASX: CCL). To see the full interview: https://www.youtube.com/watch?v=qdgds6uEDs8 00:00 – Prime […]

2 February 2026

Investors in small cap stocks are watching potential interest rate movements in the short-term, but a bigger picture opportunity is being found in value due to the attractive prices for many quality smaller companies, according to an expert in small and micro-cap stock investing. A shift toward small cap stocks occurred during 2025, yet signs […]

2 February 2026

As investors prepare for the worst amid expectations of potential interest rate hikes that could derail the momentum enjoyed by small cap stocks of late, an investment expert says quality opportunities remain regardless. Mike Younger, Portfolio Manager at Prime Value Asset Management, said investors looking beyond the short-term rate hike buzz will find a “bigger […]

26 November 2025

We are proud to release our 10-Year Anniversary Video for the Prime Value Emerging Opportunities Fund (EOF) — a milestone that reflects a decade of disciplined investing, resilience through multiple market cycles, and trusted partnerships with our investors. Watch the full video here A Decade of Growth and Shared Success Launched in 2015, the Emerging […]

29 September 2025

A shift to small cap companies might be underway yet these companies are still trading at a substantial discount to larger companies, suggesting potential upside for investors, according to Prime Value Asset Management. Richard Ivers, Portfolio Manager for the Prime Value Emerging Opportunities Fund and Prime Value Microcap Fund, said there are multiple reasons why […]

25 September 2025

Favourable conditions could set the stage for a small cap comeback according to Prime Value Asset Management, allowing investors who follow the momentum to capitalise on ‘discounted’ opportunities with potential for strong performance over the long-term. Richard Ivers, portfolio manager of the Prime Value Emerging Opportunities Fund and Prime Value Microcap Fund, said a combination […]

17 September 2025

We are pleased to share that our August 2025 Reporting Season video, featuring ST Wong, is now live on our YouTube channel. What’s covered in the video? The discussion captures key themes from reporting season, including: Big picture takeaways: stronger-than-expected results, but with significant volatility and sharp contrasts across sectors. Sector standouts: resources strength, mid […]