‘Halo’, not goodbye: Dividends stay heavenly strong

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 […]

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ASX investors need broader thinking in higher rate, higher inflation market

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 […]

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Navigating Inflation & Interest Rates

16 February 2026

Navigating Inflation & Interest Rates Why the Current Environment Continues to Support the Prime Value Enhanced Income Fund February 2026   Overview Inflation has edged higher in recent months, prompting the Reserve Bank of Australia (RBA) to increase the cash rate by 0.25%. This decision reflects a combination of persistent inflationary pressures and broader capacity […]

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Interest Rate Cycle & Portfolio Management

16 February 2026

Interest Rate Cycle & Portfolio Management By Matthew Lemke, Portfolio Manager February 2026   Overview The Reserve Bank of Australia (RBA) hiked the cash rate by 0.25% to 3.85% on 3 February 2026 marking the first-rate hike since late-2023 and changing its tact from the rate cuts in 2025. The RBA’s move is different to […]

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Prime Value Asset Management Microcap Fund Manager Interview Series (AFG & CCL)

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 […]

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Long-term opportunities in quality small cap companies strengthen due to earnings growth

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 […]

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Small caps momentum to weather rate hike worry

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 […]

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Prime Value Hosts Inaugural Economic Outlook & Private Wealth Summit 2026

26 November 2025

Prime Value Hosts Inaugural Economic Outlook & Private Wealth Summit 2026 24 November 2025 – Melbourne Watch the event highlight video here Prime Value Asset Management was proud to welcome a full room of valued investors, advisers, and partners to the inaugural Economic Outlook & Private Wealth Summit 2026, held at the Grand Hyatt Melbourne. […]

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Prime Value Emerging Opportunities Fund: Celebrating 10 Years of Partnership, Performance & Purpose

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 […]

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