Why diversification is powerful for consistent income investing

6 April 2023

There are very few constants in investment markets, but the ability for diversification to spread risk and generate consistent performance has been a powerful strategy across all times. For Matthew Lemke, fund manager (income funds) with boutique investment house, Prime Value Asset Management: “Diversification has earned a place in portfolio theory and practice as a […]

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SMSF investors must watch for ‘risk creep’ when chasing income returns

23 March 2023

Self-managed superannuation investors must watch their risk levels when chasing higher income returns to match persistent inflation, according to fund manager Matthew Lemke. Mr Lemke, from Prime Value Asset Management, said SMSF investors need to do their due diligence around investment terms and conditions to ensure they’re not introducing more risk to their portfolios.  “Income […]

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Prime Asset Value’s three tips to manage volatility in ASX small cap market

23 March 2023

Prime Asset Value has three tips for investors to avoid volatility in ASX small caps Companies with high amounts of debt tend to fall more during a market downturn Equity markets tend to lead the economy so are expected to rise well before economic recovery It’s been a tough time for investors in ASX small […]

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Surprises and Disappointments: Reporting Season Wrap March 2023

20 March 2023

Reporting season for first half results was highly anticipated due to the dynamic circumstances impacting markets, including inflation and higher interest rates – what did the Prime Value Asset Management equities team make of the latest results? ST Wong, Chief Investment Officer & Portfolio Manager Biggest surprise: Qube (QUB) Holdings reported a 37% rise for […]

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Three ASX small-caps to hold for the next five years

7 March 2023

Prime Value’s Richard Ivers shares the small-cap names he’d hold for the long-term and what investors are missing in this space. The typical wisdom when it comes to buy-and-hold stocks is to look for quality, stable non-cyclical sectors and strong balance sheets. Not typically viewed as the domain of small-cap investments. Certainly not the realm […]

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Two Minutes of Wisdom: Richard Ivers and Mike Younger at Prime Value Asset Management

6 February 2023

Richard Ivers and Mike Younger are a part of the Prime Value Asset Management team which won the Zenith Small Caps Award at the end of last year. A crap year it was, so well done.  Here, they give Stockhead exactly Two Minutes of Wisdom. Been a decent 2023 you’d have to say. First things first, can ASX small caps […]

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Insights from the Small Cap Team

22 December 2022

It has been another action-packed year on the investment markets, though Prime Value’s Award Winning Small Cap Team would tell you there’s never a dull moment in the small and micro-cap world. They share some thoughts on the year nearly gone, with an eye to what we may expect in 2023: Richard Ivers, Portfolio Manager What was […]

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Why this fundie has taken profits on the banks

6 December 2022

ST Wong is the chief investment officer of Prime Value Asset Management. Has the ASX passed its low for this cycle? I don’t know if we have seen the absolute bottom of this cycle, although I think we’ve seen the lows for many individual stocks. Investors hope for a return to more normal markets, but we […]

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Prime Value wins Zenith Small Cap Fund Award

2 November 2022

Prime Value Asset Management has been named winner of the Australian Equities – Small Cap Award by highly respected ratings and research house, Zenith, as part of the Zenith Fund Awards 2022. The Zenith Fund Awards recognise excellence in funds management with an emphasis on long-term factors including performance. Outperforming consistently over the long-term including […]

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