Quick guide to keeping your cool during reporting season

14 August 2018

Investing in the small and micro-cap sector is exciting but can be volatile at times. More important than the actual volatility is how we react to it. Keeping cool during price fluctuations often pays off, because today’s price falls could become buying opportunities which drive tomorrow’s returns. This reporting season has been no different, with […]


Key reasons why Aussie investors are facing an interest rate dilemma

16 June 2018

What is the dilemma? Will interest rates rise in Australia any time soon? Cash investors would be helped if the RBA raised rates. Our view is that a rate hike will happen but not for many months and probably into 2019. In fact the longer the delay the more opportunity for other factors to intervene […]


Looking beyond the share price: a key lesson from CBL’s capitulation

16 April 2018

Stocks can switch from triumph to disappointment in myriad ways – CBL recently demonstrated how an irresistible stock may crash and burn, reminding investors about prioritising capital protection over soaring share prices. Yet there was always one key reason why CBL was a riskier stock than first appeared when it was flying high. CBL is […]


30 years after 1987 – how stock market crashes can make you a better investor

16 October 2017

Nobody in the investment industry will enjoy remembering the 1987 stock market crash, 30 years ago this month, yet this event still holds many valuable lessons for investors. Without wanting to frighten anyone, crashes are relatively common over history. At Prime Value, our team has experienced several crashes: Black Monday 1987 (which was actually “Black […]


What makes the table-topping Prime Value Cash Plus Fund tick?

20 September 2017

Prime Value’s Cash Plus Fund, launched in 2014, currently tops the ‘enhanced cash fund’ tables for performance over both the one year and three-year time periods. The Fund has delivered a 6.0% net return including franking credits for the year to 30 August 2017, and has returned 4.3% net annually, including franking credits, since inception […]


Prime Value’s views on current market volatility. The Importance of prudent stock selection

28 August 2017

Given current market volatility, we thought it timely to provide a brief update as to our thinking with regards present market conditions. August has clearly been a challenging month for equity investors, with major sell-offs across global equity markets. With two trading sessions remaining, the Australian share market is down approximately 7% over the month, […]


Yield Report – Cash and Fixed Income Manager

24 August 2017

Click here to read the full article –  Yield Report Aug 17


Is the market expensive? Four reasons this is the wrong question to be asking.

10 August 2017

Is the market currently expensive? This is something we hear a lot from investors, and see a lot in the mainstream papers. But is it really the correct question to be asking? It can be easy to forget we do not own the market – rather, we own a portfolio of stocks. While individual stocks […]


Rotation to large caps ‘uncomfortable’ but creating opportunities

22 May 2017

The rotation away from quality to large cap stocks, which has defined the last six months on the Australian equities market, has been painful for many investors but more opportunities are appearing as a result. The rotation has been uncomfortable and created much uncertainty, which can cause investors to panic. It creates uncertainty into how […]


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