Prime Value wins Zenith Small Cap Fund Award

2 July 2019

Mark Twain’s wisdom that “during the gold rush it’s a good time to be in the pick and shovel business” remains true to this day, but there’s a catch. During the gold rushes of the 1840s and 1850s in California and Australia, traders selling picks and shovels did a roaring business as prospectors sought riches. […]

5 June 2019

Cash has often been a source of confusion for investors. Some people do not consider it an investment class in its own right but more as a ‘balancing’ or ‘residual’ item after all other investments have been made. However, there are compelling reasons why cash should be considered a core portfolio allocation item. Investors who […]

23 May 2019

Following the surprising Coalition win in the Australian Federal Election over the weekend, each of our portfolio manager’s has given a short summary of the implications for each of the main Prime Value Asset Management funds. Broadly speaking, it is considered positive for investment returns. CASH PLUS FUND – Matthew Lemke The unexpected Liberal/National Party […]

2 March 2019

Share markets started 2019 with three worries: First, the US Federal Reserve was tightening financial conditions as global economies showed signs of rapidly slowing. Second, China-US trade negotiation tensions appeared to escalate. Third, more specifically for the Australian market, the Chinese economy was slowing faster than expected. However, these three risks started to abate in […]

4 December 2018

The Prime Value Emerging Opportunities Fund – Class A is currently topping the tables amongst its peers for performance. The Fund, which invests in small/micro-cap stocks across the ASX puts just as much effort into ‘managing the downside’ as it does in picking good stocks. Richard Ivers, portfolio manager for the Prime Value Emerging Opportunities […]

2 December 2018

Richard Ivers is a portfolio manager with Prime Value Asset Management, who has over 16 years’ experience investing in smaller companies. Richard is responsible for our small/micro cap fund, the Prime Value Emerging Opportunities Fund – Class A. The Fund has performed strongly during a difficult time on the markets: since May 2018 the Prime […]

27 November 2018

The ability to manage the downside when markets fall is limited in passive investments, according to a small cap boutique manager. Active managers are better at limiting downside at times when markets go down than passive investors, according to boutique small cap manager, Prime Value Asset Management. According to the firm, the ability to avoid […]

2 November 2018

Active management’s virtues have become more apparent as markets have drifted lower, according to a leading small caps fund manager, who says ‘managing the downside’ is limited in passive investments and often underestimated in overall performance. Richard Ivers, portfolio manager at boutique Prime Value Asset Management, says avoiding the big losers is just as influential […]

26 September 2018

Strongly performing high conviction equities fund, the Prime Value Opportunities Fund, has been upgraded to “recommended” by ratings house Lonsec. This follows a recommended rating from Zenith Investment Partners earlier this year. The Prime Value Opportunities Fund is a concentrated investment vehicle, which can allocate 100% of the portfolio to cash in extreme market conditions. […]