Rising inflation challenging for income investors

30 June 2021

Rising inflation challenging for income investors The rising inflation has driven income investors to search for cash alternatives and the return to normal economic activity will see inflation move progressively higher in the long term, eroding savings, according to the boutique investment house Prime Value Asset Management. An emerging alternative for investors is diversified income […]

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Inflation spike brings capital preservation pain for income investors

30 June 2021

Inflation spike brings capital preservation pain for income investors 30 Jun 2021 From Prime Value Asset Management The rise in global inflation is making it harder for income investors to preserve capital, according to a fixed income expert. Investors may need to look for cash alternatives as inflation accelerates, according to Matthew Lemke, fund manager (income funds) with […]

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Why it’s harder to sell stocks than it is to buy

29 June 2021

Why it’s harder to sell stocks than it is to buy Investors, including investment professionals, need to face their own psychology with decisions on when to exit. ST Wong With the Australian stock market on a tear, more investors will be wondering if it’s time to sell some stocks and get ahead of the market, […]

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Prime Value Enhanced Income Fund topping the tables for one and five-year performance

25 June 2021

Prime Value Enhanced Income Fund topping the tables for one and five-year performance The Prime Value Enhanced Income Fund has navigated a difficult market environment to top its peers across the one year and five year time periods in the ‘enhanced cash fund’ category*, according to the Yield Report survey of 20 similar funds. The […]

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Value stocks: Qube, Bravura Solutions, CSL, ELO, Resmed, Aristocrat+ investing in a mortgage fund

10 June 2021

ST Wong, CIO features on Switzer TV to discuss 2 portfolio stocks in Prime Value Opportunities Fund Click here to watch ST Wong on Switzer TV

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Prime Value adds Tassie dairy farms to agri fund

31 May 2021

Melbourne-based fund manager Prime Value has promised to turn around 11 Tasmanian dairy farms acquired for $62.5 million from struggling Chinese-owned Van Dairy Group, Australia’s biggest dairy farmer. The acquisition, which includes 5000 cows, accounts for 2200 hectares of the 19,000 hectares of dairy farms at Circular Head in north-west Tasmania owned by Chinese billionaire […]

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Prime Value’s Woolnorth environmental, animal welfare focus

31 May 2021

An investment company which bought dairy farms from the embattled owner of Woolnorth says it will focus on environmental and social responsibilities and animal welfare. “We have been in dialogue with the Tasmanian Dairy Industry Authority, EPA Tasmania and Circular Head Council and we look forward to working with them, the community and local businesses […]

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Prime Value: Small-cap returns without ratcheting up risk

27 May 2021

Shooting the lights out (as an investor) is great, but even many small-cap investors need to strike more of a balance between risk and reward. As a family office structure, Prime Value’s Emerging Opportunities Fund keeps a keen eye on capital preservation and downside protection, while investing in a basket of ex-ASX 100 stocks. “We run […]

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Ivers steady on wild ride during first three years

19 May 2021

Ivers steady on wild ride during first three years Richard Ivers, portfolio manager for the Prime Value Emerging Opportunities Fund, has notched up his first three years in charge of the small caps investment fund. Markets have thrown just about everything at investment managers during this time: from flat spots to record highs, and the […]

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