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Small-cap funds hunt for ‘miniature seven’ to rival big tech
27 March 2024
Small-cap stocks appear to be finally outperforming their large-cap peers after years of lagging the ASX 200, bolstering hopes that large institutional investors will soon return to the smaller end of the sharemarket. The ASX Small Ordinaries is on track to edge out the ASX 200 for the second quarter running, after narrowly beating the […]
CONTINUE READINGDairy fund on track for 12pc return after buying Tassie farm
27 March 2024
Melbourne-based fund manager Prime Value has snapped up another big Tasmanian dairy farm from struggling Chinese-backed operator Van Dairy Group, and it’s billionaire owner Xianfeng Lu. The fund manager’s dairy arm, Prime Dairy, has agreed to pay about $15 million for a 700ha farm at Woolnorth in northwest Tasmania – the final asset in the […]
CONTINUE READINGWhy the market has got it wrong on News Corp
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 […]
CONTINUE READINGWhy a unique dairy opportunity is hard to ignore for investors keen on alternative assets
21 February 2024
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 […]
CONTINUE READING25 years of Building Wealth Together – Prime Value notches up milestone
10 November 2023
Prime Value Asset Management has evolved from a family office to a multi-disciplined fund manager, as part of a group including Shakespeare Property, managing more than $3 billion in funds. Prime Value Asset Management has experienced many changes over its 25 years, but several themes have been constant: a commitment to stewardship, aligned interests with […]
CONTINUE READINGMoney Management: Bottom-up stock selection shines as sectors demonstrate greater variance
26 September 2023
Bottom-up stock selection shines as sectors demonstrate greater variance Markets have seen companies operating in the same sector produce very different results this past financial year, proving it’s time for active managers to shine in bottom-up stock selection, according to these portfolio managers. The latest reporting season has shown increasingly divergent outcomes for stocks and […]
CONTINUE READINGPrime Value a small cap finalist for Zenith Fund Awards 2023
12 September 2023
Prime Value Asset Management has been nominated as a finalist for the Australian Equities – Small Cap Award by the Zenith Fund Awards for the second year running. Prime Value was crowned winner in the same small cap category at the 2022 Zenith Fund Awards. The Awards are run by Zenith Partners and designed to […]
CONTINUE READINGInsights into uncertain market conditions from the Prime Value equities team
24 August 2023
Reporting season is underway and while company results provide an important signpost, nothing beats the opportunity to meet with ASX-listed companies directly, according to the Prime Value equities team. This is something the team lives and breathes every day: Over the last 12 months the team has conducted 1,364 meetings with ASX companies. Richard Ivers, […]
CONTINUE READINGTime for a dairy switch
26 July 2023
A generational shift is required for Australia’s dairy industry to keep supplying a growing population, writes Kirsti Keightley. Soaring post-Covid population growth is bringing huge opportunity and challenges to Australia’s dairy industry, as the potential for demand to eventually outstrip dairy supply in future becomes a real possibility. While this seemed unthinkable just a few […]
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