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# Prime Value

Building Wealth Together

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## Posts

- [Look beyond indices for small cap opportunities in high inflation, higher rates climate](https://primevalue.com.au/look-beyond-indices-for-small-cap-opportunities-in-high-inflation-higher-rates-climate/) - The case for looking beyond the small cap indices for investment opportunities has strengthened following the return of inflation and interest rate rises, according to a small and micro-cap companies investing expert. Challenging environments often provide a foundation for small cap outperformance given active management is more influential on smaller companies investing, said Richard Ivers,
- [The case for small caps amid high inflation, high rates environment](https://primevalue.com.au/the-case-for-small-caps-amid-high-inflation-high-rates-environment/) - Persistently volatile market conditions giving rise to a high inflation-high interest rate environment have continued to afford active players in the small and micro-cap space an attractive opportunity for investors looking beyond indices. That is the conclusion drawn by Prime Value Asset Management’s Richard Ivers, who said those looking ahead can capitalise on quality opportunities
- [Best opportunity in years, says small-cap manager](https://primevalue.com.au/best-opportunity-in-years-says-small-cap-manager/) - While global equities hit record highs, Australia’s small-cap industrial sector remains in a prolonged downturn, creating what one small and micro-cap investor sees as a rare valuation opportunity. The case for looking beyond small-cap indices has strengthened following the return of inflation and interest rate rises, according to Richard Ivers, portfolio manager for the Prime
- [‘Halo’, not goodbye: Dividends stay heavenly strong](https://primevalue.com.au/halo-not-goodbye-dividends-stay-heavenly-strong/) - Dubbed the ‘halo’ trade, investors are turning to mature, asset-heavy Australian companies with high barriers to entry to achieve steady, reliable returns. Investors are increasingly turning to mature, asset-heavy companies with reliable dividends – a trend dubbed the ‘Halo’ trade – highlighting how dividends remain a key strategy for balancing income and growth in a
- [Client Testimonial | Tim Jarrott](https://primevalue.com.au/client-testimonial-tim-jarrott/) - In this client testimonial, Tim Jarrott shares his experience investing with Prime Value and reflects on the trust, communication and long-term partnership he has developed with the team. His perspective provides a genuine insight into what it feels like to be part of the Prime Value investor community.
- [Interview | Simon Hu & Derek McMillan – Retirement Living Investment](https://primevalue.com.au/interview-simon-hu-derek-mcmillan-retirement-living-investment/) - In this interview, Prime Value Investment Manager Simon Hu sits down with Derek McMillan, Managing Director of Centennial Living, to discuss the growing opportunity in retirement living. They explore the key drivers behind the sector, the partnership with Prime Value, and how the strategy is positioned to meet the needs of Australia’s ageing population.
- [Client Testimonial | Siok Cheng Ong](https://primevalue.com.au/client-testimonial-siok-cheng-ong/) - Long-standing client Siok Cheng Ong shares her personal journey investing with Prime Value and what has built her confidence in the firm over time. Her story highlights the importance of trust, transparency and long-term relationships in achieving successful investment outcomes.
- [Novotel Cairns Oasis Resort Wins Gold at the Australian Tourism Awards](https://primevalue.com.au/novotel-cairns-oasis-resort-wins-gold-at-the-australian-tourism-awards/) - Shakespeare Property Group is proud to announce that the Novotel Cairns Oasis Resort (NCOR) has been recognised on the national stage, securing the Gold Award at the Australian Tourism Awards in the 4–4.5 Star Deluxe Accommodation category. This marks the first time the resort has received Gold at the national level, an outstanding achievement that
- [Navigating Inflation & Interest Rates](https://primevalue.com.au/navigating-inflation-interest-rates/) - Navigating Inflation & Interest Rates Why the Current Environment Continues to Support the Prime Value Enhanced Income Fund February 2026 Overview Inflation has edged higher in recent months, prompting the Reserve Bank of Australia (RBA) to increase the cash rate by 0.25%. This decision reflects a combination of persistent inflationary pressures and broader capacity
- [Prime Value Asset Management Microcap Fund Manager Interview Series (AFG & CCL)](https://primevalue.com.au/prime-value-asset-management-microcap-fund-manager-interview-series-afg-ccl/) - Coffee Microcaps Fund Manager Interviews Jul 22, 2025 For this interview, I am joined by Richard Ivers and Mike Younger, Portfolio Managers at Prime Value Asset Management. In this interview, we discuss two current portfolio holdings, Australian Finance Group Ltd (ASX: AFG) and Cuscal Ltd (ASX: CCL). To see the full interview: https://www.youtube.com/watch?v=qdgds6uEDs8 00:00 - Prime
- [ASX investors need broader thinking in higher rate, higher inflation market](https://primevalue.com.au/asx-investors-need-broader-thinking-in-higher-rate-higher-inflation-market/) - A broader, more diversified approach on the ASX could be more effective in a higher interest rate, higher inflation environment, as investors grapple with the likely impact on the consumer, according to ST Wong, Chief Investment Officer at boutique fund manager, Prime Value Asset Management. The RBA’s move will introduce a degree of caution for
- [August 2025 Reporting Season Insights: Risks, Opportunities and our Edge - Prime Value](https://primevalue.com.au/august-2025-reporting-season-insights-risks-opportunities-and-our-edge-prime-value/) - We are pleased to share that our August 2025 Reporting Season video, featuring ST Wong, is now live on our YouTube channel. What’s covered in the video? The discussion captures key themes from reporting season, including: Big picture takeaways: stronger-than-expected results, but with significant volatility and sharp contrasts across sectors. Sector standouts: resources strength, mid
- [Interest Rate Cycle & Portfolio Management](https://primevalue.com.au/interest-rate-cycle-portfolio-management/) - Interest Rate Cycle & Portfolio Management By Matthew Lemke, Portfolio Manager February 2026 Overview The Reserve Bank of Australia (RBA) hiked the cash rate by 0.25% to 3.85% on 3 February 2026 marking the first-rate hike since late-2023 and changing its tact from the rate cuts in 2025. The RBA's move is different to
- [Long-term opportunities in quality small cap companies strengthen due to earnings growth](https://primevalue.com.au/long-term-opportunities-in-quality-small-cap-companies-strengthen-due-to-earnings-growth/) - Investors in small cap stocks are watching potential interest rate movements in the short-term, but a bigger picture opportunity is being found in value due to the attractive prices for many quality smaller companies, according to an expert in small and micro-cap stock investing. A shift toward small cap stocks occurred during 2025, yet signs
- [Small caps momentum to weather rate hike worry](https://primevalue.com.au/small-caps-momentum-to-weather-rate-hike-worry/) - As investors prepare for the worst amid expectations of potential interest rate hikes that could derail the momentum enjoyed by small cap stocks of late, an investment expert says quality opportunities remain regardless. Mike Younger, Portfolio Manager at Prime Value Asset Management, said investors looking beyond the short-term rate hike buzz will find a “bigger
- [Australia’s quiet dairy boom - and the investment opportunity](https://primevalue.com.au/australias-quiet-dairy-boom-and-the-investment-opportunity/) - Almost every fridge in Australia contains some form of dairy product, and dairy is one of Australia’s top agricultural industries. Yet few investors have direct exposure to dairy farms, even while dairy farms offer a ‘real asset’ alternative with low correlation to other investments. Dairy was worth $6.2 billion in 2024, according to the ABS,
- [Prime Value Hosts Inaugural Economic Outlook & Private Wealth Summit 2026](https://primevalue.com.au/prime-value-hosts-inaugural-economic-outlook-private-wealth-summit-2026/) - Prime Value Hosts Inaugural Economic Outlook & Private Wealth Summit 2026 24 November 2025 – Melbourne Watch the event highlight video here Prime Value Asset Management was proud to welcome a full room of valued investors, advisers, and partners to the inaugural Economic Outlook & Private Wealth Summit 2026, held at the Grand Hyatt Melbourne.
- [Prime Value Emerging Opportunities Fund: Celebrating 10 Years of Partnership, Performance & Purpose](https://primevalue.com.au/prime-value-emerging-opportunities-fund-celebrating-10-years-of-partnership-performance-purpose/) - We are proud to release our 10-Year Anniversary Video for the Prime Value Emerging Opportunities Fund (EOF) — a milestone that reflects a decade of disciplined investing, resilience through multiple market cycles, and trusted partnerships with our investors. Watch the full video here A Decade of Growth and Shared Success Launched in 2015, the Emerging
- [Investing in Agriculture: Real Assets, Real Opportunities](https://primevalue.com.au/investing-in-agriculture-real-assets-real-opportunities/) - Investing in Agriculture: Real Assets, Real Opportunities As featured in Financial Standard – November 2025 Australia’s agriculture sector continues to stand as one of the most resilient and attractive investment opportunities in the market today. Despite global headwinds, from trade wars to shifting macroeconomic cycles, agriculture has demonstrated enduring strength and long-term growth potential. In
- [Small cap stocks have ground to make up as momentum builds](https://primevalue.com.au/small-cap-stocks-have-ground-to-make-up-as-momentum-builds/) - A shift to small cap companies might be underway yet these companies are still trading at a substantial discount to larger companies, suggesting potential upside for investors, according to Prime Value Asset Management. Richard Ivers, Portfolio Manager for the Prime Value Emerging Opportunities Fund and Prime Value Microcap Fund, said there are multiple reasons why
- [“Long-awaited” shift towards small caps incoming: Prime Value](https://primevalue.com.au/long-awaited-shift-towards-small-caps-incoming-prime-value/) - Favourable conditions could set the stage for a small cap comeback according to Prime Value Asset Management, allowing investors who follow the momentum to capitalise on ‘discounted’ opportunities with potential for strong performance over the long-term. Richard Ivers, portfolio manager of the Prime Value Emerging Opportunities Fund and Prime Value Microcap Fund, said a combination
- [Prime Dairy featured at ausbiz Essential Alternatives Event](https://primevalue.com.au/prime-dairy-featured-at-ausbiz-essential-alternatives-event/) - Prime Value was recently featured at the ausbiz Essential Alternatives Event, where Harrison Stewart, Senior Investment Specialist – Alternative Assets, presented on Prime Dairy and shared our impressive growth story. Harrison highlighted how Prime Dairy has grown from two farms milking 1,100 cows in 2019 to a portfolio of 12 farms today, producing milk from
- [6 promising ASX companies too small for the big guys (but not for you)](https://primevalue.com.au/6-promising-asx-companies-too-small-for-the-big-guys-but-not-for-you/) - Retail investors can find opportunities and value at the tiny end of Australia’s sharemarket. Here’s how to get started on the stocks exciting microcap pickers. The largest microcap on the ASX is about 1000 times smaller than the Commonwealth Bank of Australia. For big institutional investors such as the superannuation funds, that’s too small to
- [Top ASX Healthcare Stocks to Watch This Reporting Season - ST Wong](https://primevalue.com.au/top-asx-healthcare-stocks-to-watch-this-reporting-season-st-wong/) - Prime Value’s Chief Investment Officer, ST Wong, recently joined Ausbiz to share his views on the outlook for healthcare stocks ahead of the 2025 reporting season. With valuations across the market elevated and earnings momentum slowing, Wong believes the healthcare sector is well‑placed to deliver resilience and opportunity for investors. The Case for Healthcare The
- [Relative Return: Structural shifts creating fertile ground for small-caps](https://primevalue.com.au/relative-return-structural-shifts-creating-fertile-ground-for-small-caps/) - The latest episode of Relative Return sees host Laura Dew chat with Richard Ivers and Mike Younger, co-portfolio managers at Prime Value Asset Management, on their newly launched Microcap Fund and opportunities in small and mid-cap shares. Listen as they discuss: Small-cap opportunities presented by the macroeconomic environment. How Prime Value mitigates the risk of
- [Prime Dairy Operational Update - May 2025](https://primevalue.com.au/prime-dairy-operational-update-may-2025/) - We are pleased to share an insightful on-farm video update featuring Senior Investment Analyst for Alternative Assets, Harrison Stewart, and General Manager of Prime Dairy Operations, Gavin Beaumont. In this interview, they provide a behind-the-scenes look at current on-farm activities and outline the key initiatives underway to drive long-term value for investors. Watch Interview [here]
- [Woolstore 1888 Sydney Named Finalist in 2025 AA NSW Awards](https://primevalue.com.au/woolstore-1888-sydney-named-finalist-in-2025-aa-nsw-awards/) - We’re proud to share that Hotel Woolstore 1888 Sydney, part of the Prime Value Group portfolio, has been named a finalist in the 2025 AA NSW Awards for Excellence in the prestigious Metropolitan Deluxe Hotel of the Year category. To be recognised alongside some of the most iconic names in Sydney’s hotel landscape - including
- [Peppers Marysville Named Finalist in TAA Victoria Awards for Excellence](https://primevalue.com.au/peppers-marysville-named-finalist-in-taa-victoria-awards-for-excellence/) - We are pleased to announce that Peppers Marysville has been recognised as a finalist in the TAA Victoria Awards for Excellence - a significant achievement that highlights the team’s commitment to delivering outstanding service and exceptional guest experiences in regional hospitality. This recognition is a testament to the dedication and passion of the Peppers Marysville
- [Financial Standard: Prime Value expands microcap fund](https://primevalue.com.au/prime-value-expands-microcap-fund/) - Prime Value Asset Management is opening its Prime Value Microcap Fund to retail investors. Prime Value said the fund is a newly launched retail offering, built on the same investment strategy and managed by the same team behind the former SIV Emerging Companies Fund. Originally established in 2015 as a wholesale fund designed for Significant
- [Money Management: Prime Value targets retail investors with microcap fund](https://primevalue.com.au/prime-value-targets-retail-investors-with-microcap-fund/) - Prime Value Asset Management has launched a retail fund investing in microcap companies, a new version of its existing wholesale offering. The Prime Value Microcap Fund is built on the same investment strategy and managed by the same team utilised for the firm’s SIV Emerging Companies Fund, which was established in 2015. Targeting smaller ASX-listed
- [Advisor Voice: Prime Value opens Microcap Fund to retail investors](https://primevalue.com.au/prime-value-opens-microcap-fund-to-retail-investors/) - Prime Value Asset Management is opening its Prime Value Microcap Fund to retail investors who wish to capitalise on the strong alpha producing potential of smaller companies on the ASX. The Prime Value Microcap Fund is a newly launched retail offering, built on the same proven investment strategy and managed by the same experienced team
- [Prime Dairy Surpasses 10,000 Cows in Australia](https://primevalue.com.au/prime-dairy-surpasses-10000-cows-in-australia/) - Prime Dairy tops 10,000 milking cows, aims for 50M+ litres in milk across Tasmania and Victoria, boosting scale and efficiency. Prime Dairy, the agribusiness fund managed by Prime Value Asset Management, has officially crossed the 10,000-head milestone in milking cows—cementing its position as one of Australia’s largest dairy operations. With this scale, the company
- [Prime Dairy achieves key herd and milk production milestones](https://primevalue.com.au/prime-dairy-achieves-key-herd-and-milk-production-milestones/) - The Prime Value Dairy Trusts has achieved a significant milestone in its development, surpassing 10,000 milking cows for the first time, according to Harrison Stewart, Senior Investment Analyst for Prime Dairy. He said Prime Dairy’s herd is on track to produce in excess of 50 million litres of milk, and four million kilograms of milk
- [Positioning for Opportunity in a Volatile Market – ST Wong](https://primevalue.com.au/positioning-for-opportunity-in-a-volatile-market-st-wong/) - Long-Term Opportunities in a Volatile Market: Insights from ST Wong of Prime Value In a market defined by uncertainty—shaped by shifting tariffs, geopolitical tensions, and domestic election outcomes—ST Wong, Portfolio Manager at Prime Value Asset Management, emphasizes the importance of maintaining a long-term investment lens. Rather than reacting to the “zigzag” nature of short-term market
- [Prime Dairy update](https://primevalue.com.au/prime-dairy-update-prime-dairy-optimising-its-assets-tariffs-not-expected-to-impact-australian-dairy/) - Prime Dairy optimising its assets; Tariffs not expected to impact Australian dairy Prime Dairy’s development work is now complete across its farms in Northwest Tasmania and Southwest Victoria. We have grown our milking herd to ~10,000 and the focus has moved to optimising the farms, according to Gavin Beaumont, General Manager Operations, Prime Dairy. “Our
- [Prime Value Celebrates 27 Years](https://primevalue.com.au/prime-value-celebrates-27-years/) - Prime Value celebrates 27 years of growth for investors Boutique multi-award-winning investment house, Prime Value Asset Management, has notched up 27 years of delivering investment returns for investors with the Prime Value Growth Fund, which invests in Australian equities, launched during April 1998. Fast forward to 2025 and the manager now offers a suite of
- [Market ‘in flux’ opening opportunities for active small cap managers](https://primevalue.com.au/market-in-flux-opening-opportunities-for-active-small-cap-managers/) - Active managers are well placed to take advantage of a volatile small cap investing environment, where markets are in a state of flux due to uncertainty about everything from tariffs to interest rates, according to Richard Ivers, Portfolio Manager for the Prime Value Emerging Opportunities Fund. He said volatility in reporting season was elevated, with
- [Novotel Cairns Oasis Resort wins Bronze at the 2024 Qantas Australian Tourism Awards](https://primevalue.com.au/novotel-cairns-oasis-resort-wins-bronze-at-the-2024-qantas-australian-tourism-awards/) - The Novotel Cairns Oasis Resort, owned by Prime Value Asset Management and Shakespeare Property Group, has been recognised among Australia’s best accommodation providers at the 2024 Qantas Australian Tourism Awards. The Novotel Cairns Oasis Resort was awarded Bronze in the 4-4.5 Star Deluxe Accommodation category at the awards ceremony, considered tourism’s ‘night of nights’, held
- [2024 Equity Markets Review 2025 Outlook](https://primevalue.com.au/2024-equity-markets-review-2025-outlook/) - Key Insights for Navigating the Year Ahead Discover the latest findings and expert analysis shaping equity investment strategies, with thought leadership on the trends and opportunities for 2025. Introduction The Prime Value Equities Investment Team takes a comprehensive look at the performance of equities in 2024 and the anticipated trends shaping the market in
- [Australian equities funds continue to deliver for Prime Value investors](https://primevalue.com.au/australian-equities-funds-continue-to-deliver-for-prime-value-investors/) - Prime Value Asset Management’s Australian equities funds have posted strong long-term performance, showing consistency and underlining the benefits of actively managed Australian equities portfolios. Consistent outperformance across market conditions ST Wong, Chief Investment Officer of Prime Value Asset Management, emphasises Prime Value’s aims to delivering outperformance across different market conditions – not just during favourable
- [Novotel Cairns Oasis Resort Celebrates Gold at the 2024 Queensland Tourism Awards](https://primevalue.com.au/novotel-cairns-oasis-resort-celebrates-gold-at-the-2024-queensland-tourism-awards/) - We are thrilled to announce that the Novotel Cairns Oasis Resort (NCOR), one of the standout properties in our portfolio, has won Gold in the highly competitive 4-4.5 Star Accommodation category at the prestigious 2024 Queensland Tourism Awards. This marks a significant milestone for Prime Value and Shakespeare Property Group, as NCOR has been recognised
- [Market Update (Nov 2024) by ST Wong](https://primevalue.com.au/market-update-nov-2024-by-st-wong/) - Join ST Wong as he provides us a Market Update.
- [Here’s one ‘interesting’ property stock flying under the radar](https://primevalue.com.au/heres-one-interesting-property-stock-flying-under-the-radar/) - Leanne Pan is portfolio manager of Prime Value Asset Management's Equity Income Fund. The Melbourne-based firm oversees around $1.2 billion in assets. Which stock in your fund is the most undervalued by the market? Cedar Woods Properties is an interesting one. It's based in Western Australia but has mixed projects of apartments, townhouses, houses and
- [PLATFORMS UPDATE](https://primevalue.com.au/prime-value-emerging-opportunities-fund-class-b-now-available-on-netwealth-and-hub24/) - The Prime Value Emerging Opportunities Fund Class B is now available via the Netwealth and HUB24 platforms. The Prime Value Emerging Opportunities Fund is offered by Australian-owned diversified boutique, Prime Value Asset Management, and was launched in 2015. The Fund was upgraded to Highly Recommended by Zenith in early 2024. Prime Value introduced the Class
- [Prime Value Emerging Opportunities Fund receives high Mercer ranking for performance over five years](https://primevalue.com.au/prime-value-emerging-opportunities-fund-receives-high-mercer-ranking-for-performance-over-five-years/) - The small cap Prime Value Emerging Opportunities Fund has been ranked in third place for annualised returns over a five year period by Mercer. The ranking was announced in the Australian Small Companies (Ex-100) Sub-Universe category of Mercer’s annual survey for performance to 30 June 2024. This is the first time the Prime Value Emerging
- [Unlocking growth: Strategic small cap investing](https://primevalue.com.au/unlocking-growth-strategic-small-cap-investing/) - With many Australians seeking the potential for higher returns that small caps can offer, Prime Value Emerging Opportunities Co-Portfolio Managers Richard Ivers and Mike Younger sit down with Paul O’Connor with the Netwealth podcast, to share their advice on navigating this area effectively. They share their insights on the current market, highlighting specific stocks that
- [Secrets to consistency in small cap investing](https://primevalue.com.au/secrets-to-consistency-in-small-cap-investing/) - Secrets to consistency in small cap investing Investing in smaller companies is fertile ground for active managers, but small cap stocks can be volatile – how is it possible to achieve consistency? There are few managers better placed to answer this question than Richard Ivers and Mike Younger, Portfolio Managers for the Prime Value Emerging
- [Dairy farms emerge as quality alternative investments – but there is a catch](https://primevalue.com.au/dairy-farms-emerge-as-quality-alternative-investments-but-there-is-a-catch/) - Australia has some of the best dairy farmlands in the world, while strong supply and demand fundamentals are driving income returns and capital growth. Investors know property is well established as an alternative investment, but they may not appreciate the combination of capital gain and income which can be derived from a quality Australian dairy
- [Prime Value Emerging Opportunities Fund upgraded to Highly Recommended](https://primevalue.com.au/prime-value-emerging-opportunities-fund-upgraded-to-highly-recommended/) - Prime Value Emerging Opportunities Fund upgraded to Highly Recommended Leading small cap investment fund, the Prime Value Emerging Opportunities Fund, has been upgraded to Highly Recommended by respected research house, Zenith Investment Partners. The Highly Recommended rating is a major endorsement of the Fund’s investment philosophy, execution and process, which is overseen by Portfolio Managers
- [Prime Value Celebrates 26 Years](https://primevalue.com.au/prime-value-celebrates-26-years/) - Celebrating 26 Years Looking back on the year that was and celebrating successes. On the anniversary of our 26 years in business we’d like to thank all the investors and stakeholders we’ve worked with over the years who have placed their trust in our expertise and unique investment approach, to help us become the
- [Mitigating small cap risk in a volatile small cap world: Richard Ivers and Mike Younger](https://primevalue.com.au/mitigating-small-cap-risk-in-a-volatile-small-cap-world-richard-ivers-and-mike-younger-2/) - There’s a good reason Prime Value Asset Management’s dynamic small cap duo, portfolio managers Richard Ivers and Mike Younger, have spent much of 2024 on the road, lining up a swag of meets with smaller ASX companies Following the reporting season just gone, the pair have been prepping their Prime Value Emerging Opportunities Fund –
- [Mitigating small cap risk in a volatile small cap world: Richard Ivers and Mike Younger](https://primevalue.com.au/mitigating-small-cap-risk-in-a-volatile-small-cap-world-richard-ivers-and-mike-younger/) - Stockhead special guests, Richard Ivers and Mike Younger are a part of the Zenith Small Caps Award-winning Prime Value Asset Management team. There’s a good reason Prime Value Asset Management’s dynamic small cap duo, Richard Ivers and Mike Younger have spent much of 2024 on the road, lining up a swag of meets with smaller ASX
- [Small caps are ripe for a comeback. Here’s how to pick winners](https://primevalue.com.au/small-caps-are-ripe-for-a-comeback-heres-how-to-pick-winners/) - Small cap stocks are renowned for rewarding investors with huge returns – a stellar stock can double, quadruple, or rise 10-fold in value over a short time. Software company Pro Medicus has risen more than 200 times from 50¢ per share in 2013 to $105 this week, which means an investment of $5000 has turned into $1
- [Prime Value's Woolnorth environmental, animal welfare focus](https://primevalue.com.au/prime-values-woolnorth-environmental-animal-welfare-focus/) - 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
- [Prime Value adds Tassie dairy farms to agri fund](https://primevalue.com.au/prime-value-adds-tassie-dairy-farms-to-agri-fund/) - 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
- [Improvements underway at North West Tasmanian dairy farms – Prime Value Dairy Trust Update](https://primevalue.com.au/improvements-underway-at-north-west-tasmanian-dairy-farms-prime-value-dairy-trust-update/) - Just six months on from Prime Value’s acquisition of 11 dairy farms in North West Tasmania, there have been significant works undertaken to improve the environmental management, animal welfare and productivity on these farms. Elizabeth Blackhurst, Portfolio Manager for the Prime Value Dairy Trust, said: “We saw this acquisition as a significant turnaround opportunity as
- [Time for a dairy switch](https://primevalue.com.au/time-for-a-dairy-switch/) - 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
- [Prime Value Dairy Trusts](https://primevalue.com.au/prime-value-dairy-trusts/) - Providing investors with the opportunity to invest in Australian agricultural production, farmland and water resources with strong distribution and capital growth potential.
- [Why a unique dairy opportunity is hard to ignore for investors keen on alternative assets](https://primevalue.com.au/why-a-unique-dairy-opportunity-is-hard-to-ignore-for-investors-keen-on-alternative-assets/) - 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
- [Small-cap funds hunt for ‘miniature seven’ to rival big tech](https://primevalue.com.au/small-cap-funds-hunt-for-miniature-seven-to-rival-big-tech/) - 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
- [Dairy fund on track for 12pc return after buying Tassie farm](https://primevalue.com.au/dairy-fund-on-track-for-12pc-return-after-buying-tassie-farm/) - 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
- [International Women's Day](https://primevalue.com.au/international-womens-day/) - On International Women’s Day we reflect on the theme of ‘Inspire Inclusion’. It’s a powerful concept at a global level and also at Prime Value. We strive for an environment that engenders respect for others’ opinions and empowers everyone to have a voice. Diversity and inclusion underpin our culture. Our difference in our perspectives is
- [International Women's Day](https://primevalue.com.au/international-womens-day-2/) - Our recent video, shot as we approached International Woman’s Day (IWD), sees two of the key personnel from Prime Dairy Kirsteen Keightley, General Manager and Anne Maree Monson, Farm Manager Waratah Park, speak about the changes they have seen in the agricultural industry to be more gender inclusive. Anne Maree states “Back in the day
- [2024 Lunar New Year](https://primevalue.com.au/2024-lunar-new-year/) - Highlights from our Lunar New Year Gala Dinner.
- [Prime Value 2024 Achievements](https://primevalue.com.au/prime-value-2024-accomplishments/)
- [Why the market has got it wrong on News Corp](https://primevalue.com.au/why-the-market-has-got-it-wrong-on-news-corp/) - 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
- [Prime Value launches new class of units in small cap fund – another way to invest in the Prime Value Emerging Opportunities Fund](https://primevalue.com.au/prime-value-launches-new-class-of-units-in-small-cap-fund-another-way-to-invest-in-the-prime-value-emerging-opportunities-fund/) - Investors now have two options for investing in the outperforming Prime Value Emerging Opportunities Fund, with Prime Value announcing a new class of units for investing in the Fund. The new Class B units will use the Small Industrials Accumulation Index as its benchmark, which is considered the most comparable index as the fund does
- [Quality small cap defensives poised for eventual rebound](https://primevalue.com.au/quality-small-cap-defensives-poised-for-eventual-rebound/) - Smaller cap stocks are ripe for active management given the many quality smaller companies available for those prepared to look beyond the ASX 100 index, according to award-winning small cap managers Richard Ivers and Mike Younger of Prime Value Asset Management. Many quality small defensive companies are trading at a valuation discount to the Small
- [25 years of Building Wealth Together – Prime Value notches up milestone](https://primevalue.com.au/25-years-of-building-wealth-together-prime-value-notches-up-milestone/) - 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
- [Smaller end of town brimming with quality – award-winning small cap team](https://primevalue.com.au/smaller-end-of-town-brimming-with-quality-award-winning-small-cap-team/) - Smaller cap stocks are ripe for active management given the many quality smaller companies available for those prepared to look beyond the ASX 100 index, according to award-winning small cap managers Richard Ivers and Mike Younger of Prime Value Asset Management. The beauty of small cap investing is managers can be rewarded by digging deeper
- [The ‘4 C’s’ creating opportunities for patient investors](https://primevalue.com.au/the-4-cs-creating-opportunities-for-patient-investors/) - Ongoing divergence between the performance of key stocks and sectors is creating opportunities for investors who are patient enough to look beyond short-term fears and see that good Australian companies are making bold changes which should pay off in the mid to longer term. The latest reporting season showed increasingly divergent outcomes for stocks and
- [Small caps is now](https://primevalue.com.au/small-caps-2023/) - Our Investment Managers explain why and how investors can benefit.
- [2023 Reporting Season](https://primevalue.com.au/2023-reporting-season-wrap-up-outlook-ahead/) - Our Investment Managers discuss key themes, stand-out and the outlook ahead for investors.
- [Money Management: Bottom-up stock selection shines as sectors demonstrate greater variance](https://primevalue.com.au/money-management-bottom-up-stock-selection-shines-as-sectors-demonstrate-greater-variance/) - 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
- [Prime Value a small cap finalist for Zenith Fund Awards 2023](https://primevalue.com.au/prime-value-a-small-cap-finalist-for-zenith-fund-awards-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
- [Insights into uncertain market conditions from the Prime Value equities team](https://primevalue.com.au/tips-for-uncertain-market-conditions-from-the-prime-value-equities-team/) - 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,
- [How to invest in a world of stickier inflation](https://primevalue.com.au/how-to-invest-in-a-world-of-stickier-inflation/) - The return of bonds as a viable alternative to equities adds another layer of complexity for investors looking to tweak their portfolios. High inflation is proving hard to shake off, and fund managers say that means investors need to look for businesses with pricing power and think twice about those laden with debt. The Reserve
- [‘Lagging’ small cap sector primed for active management](https://primevalue.com.au/lagging-small-cap-sector-primed-for-active-management/) - Small caps continue to lag other sectors of the equities market, creating the ideal conditions to add value, according to Richard Ivers, Portfolio Manager at Prime Value Asset Management, which manages the outperforming Prime Value Emerging Opportunities Fund. He said: “There are strong opportunities for small cap investors to capitalise on the disparity between smaller
- [Why diversification is powerful for consistent income investing](https://primevalue.com.au/why-diversification-is-powerful-for-consistent-income-investing/) - 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
- [SMSF investors must watch for ‘risk creep’ when chasing income returns](https://primevalue.com.au/smsf-investors-must-watch-for-risk-creep-when-chasing-income-returns/) - 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
- [Prime Asset Value’s three tips to manage volatility in ASX small cap market](https://primevalue.com.au/prime-asset-values-three-tips-to-manage-volatility-in-asx-small-cap-market/) - 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
- [Prime Value wins Zenith Small Cap Fund Award](https://primevalue.com.au/prime-value-wins-zenith-small-cap-fund-award/) - 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
- [Surprises and Disappointments: Reporting Season Wrap March 2023](https://primevalue.com.au/surprises-and-disappointments-reporting-season-wrap-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
- [Three ASX small-caps to hold for the next five years](https://primevalue.com.au/three-asx-small-caps-to-hold-for-the-next-five-years/) - 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
- [Two Minutes of Wisdom: Richard Ivers and Mike Younger at Prime Value Asset Management](https://primevalue.com.au/two-minutes-of-wisdom-richard-ivers-and-mike-younger-at-prime-value-asset-management/) - 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
- [Insights from the Small Cap Team](https://primevalue.com.au/insights-from-the-small-cap-team/) - 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
- [Rising inflation challenging for income investors](https://primevalue.com.au/rising-inflation-challenging-for-income-investors/) - 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
- [Is News Corp a buy? Is Blue Bet a good punt? +3 big mistakes property buyers make! | SwitzerTV](https://primevalue.com.au/is-news-corp-a-buy-is-blue-bet-a-good-punt-3-big-mistakes-property-buyers-make-switzertv/) - Is News Corp a buy? Is Blue Bet a good punt? +3 big mistakes property buyers make! | SwitzerTV https://www.youtube.com/watch?v=9OL2bOVF2Ew Click here to watch ST Wong on Switzer TV
- [Its worth playing the long investment game](https://primevalue.com.au/its-worth-playing-the-long-investment-game/) - Its worth playing the long investment game Analysis of global bond and equity markets since 1991 reveals some of the secrets to successful investing during good times and bad. A snapshot of investment returns for the past 30 years reveals the gain from a diversified portfolio and the pain of trying to time markets and
- [Latest Mercer survey puts Prime Value Emerging Opportunities Fund in Top Ten](https://primevalue.com.au/latest-mercer-survey-puts-prime-value-emerging-opportunities-fund-in-top-ten/) - Latest Mercer survey puts Prime Value Emerging Opportunities Fund in Top Ten The Prime Value Emerging Opportunities Fund has achieved another high ranking in the latest Mercer Australian Small Companies (ex-ASX100) survey, following its table-topping ranking in last year’s survey. The Fund, which is managed by Prime Value Asset Management Portfolio Manager, Richard Ivers, was
- [Market volatility does not change key drivers of the share market](https://primevalue.com.au/market-volatility-does-not-change-key-drivers-of-the-share-market/) - Market volatility does not change key drivers of the share market By ST Wong Recent market volatility will likely impact the Australian share market in the short-term, driven largely by volatility in the commodities market. The concerns over commodities can be traced back to problems with Chinese property company Evergrande, which is currently experiencing a
- [Should investors trust the bears or a new economic cycle?](https://primevalue.com.au/should-investors-trust-the-bears-or-a-new-economic-cycle/) - Should investors trust the bears or a new economic cycle? Investors who look through bearish signals will find companies poised to benefit from economic strength. ST Wong Was it really just 18 months ago that the price of oil was negative? Oil producers had such a glut they were literally paying buyers to take barrels
- [What the Australian share market has in common with three-minute noodles](https://primevalue.com.au/what-the-australian-share-market-has-in-common-with-three-minute-noodles/) - What the Australian share market has in common with three-minute noodles By ST Wong The Australian stock market has developed a hunger for any next thing, it doesn’t even need to be a ‘next big thing’, just any next thing to fulfil a short-term craving. The market’s short-term focus is like basing a diet around
- [The statistics which count as Prime Value Emerging Opportunities Fund continues outperformance](https://primevalue.com.au/the-statistics-which-count-as-prime-value-emerging-opportunities-fund-continues-outperformance/) - The statistics which count as Prime Value Emerging Opportunities Fund continues outperformance Statistics will vary across an investment fund’s life, but there’s one number which has been pretty much constant during Richard Ivers’ three-year stint at the helm of the outperforming Prime Value Emerging Opportunities Fund. While you won’t see this statistic on monthly, quarterly
- [Why uncertainty in markets creates opportunity – with a little teamwork](https://primevalue.com.au/why-uncertainty-in-markets-creates-opportunity/) - Why uncertainty in markets creates opportunity – with a little teamwork The omicron COVID-19 variant has cast some uncertainty over markets, which spells opportunity for investors, according to ST Wong, Chief Investment Officer of Prime Value Asset Management. “Uncertainty in markets is not risk. Uncertainty creates opportunity through volatility, which produces great entry points into
- [MoneyTalks: Forget the re-opening trade, its structural growth stocks that are paying off now](https://primevalue.com.au/moneytalks-forget-the-re-opening-trade-its-structural-growth-stocks-that-are-paying-off-now/) - MoneyTalks is Stockhead’s regular recap of the stocks, sectors and trends that ASX fund managers and analysts are looking at right now. In this edition, we’re looking at structural growth stocks. Today we hear from Richard Ivers from Melbourne-based Prime Value. Prime Value’s Emerging Opportunities Fund made an 18.1% gain in FY20 – ahead of the ASX
- [Market uncertainty creating opportunity for investors](https://primevalue.com.au/market-uncertainty-creating-opportunity-for-investors/) - Market uncertainty spells opportunity for investors as the market experiences an intense and volatile start to 2022, according to boutique investment house, Prime Value Asset Management. ST Wong, chief investment officer, said uncertainty may be uncomfortable for investors, but in markets, uncertainty was not risk. “Uncertainty creates opportunity through volatility, which produces great entry points
- [Prime Value Emerging Opportunities Fund upgraded by Zenith](https://primevalue.com.au/prime-value-emerging-opportunities-fund-upgraded-by-zenith/) - The Prime Value Emerging Opportunities Fund has been upgraded to “Recommended” by Zenith Investment Partners. The small caps fund, which takes a high conviction, benchmark unaware approach, has been one of the outstanding small cap funds in recent years, including across the pandemic when it was ranked first in Mercer’s Australian Small Companies (ex-ASX100) survey
- [Navigating a commodity boom without buying miners.](https://primevalue.com.au/navigating-a-commodity-boom-without-buying-miners/) - Richard Ivers is portfolio manager of the Prime Value Emerging Opportunities Fund How have you beat the Small Ords without investing in resources stocks? Not investing in small resource stocks has been a headwind over the last six months. When resources stocks run, they tend to run hard, like we are currently seeing. But we have
- [Diversified income strategy more relevant as interest rates play ‘catch up’ on inflation](https://primevalue.com.au/diversified-income-strategy-more-relevant-as-interest-rates-play-catch-up-on-inflation/) - The RBA may have raised interest rates, but Matthew Lemke, fund manager (income funds) with boutique investment house Prime Value Asset Management, says cash investors are still in the wilderness, and now paying an even higher price for safety. Mr Lemke says growing inflation has left cash investors so far behind they are unlikely to
- [MoneyTalks: 3 definitely not disco picks with Rich and Mike from their Prime Value Emerging Opportunities Fund](https://primevalue.com.au/moneytalks-3-definitely-not-disco-picks-with-rich-and-mike-from-their-prime-value-emerging-opportunities-fund/) - Today we’re delighted to welcome Richard Ivers and and Mike Younger, running point on the Prime Value Emerging Opportunities Fund at Prime Value Asset Management We got on the blower to Richard after the Prime Value Emerging Opportunities Fund kicked a goal by securing a rating among Australia’s ‘Star Managers’ by the fin services journos at Financial
- [How a top small-cap fundie is navigating volatile markets](https://primevalue.com.au/how-a-top-small-cap-fundie-is-navigating-volatile-markets/) - Richard Ivers has given up worrying about where the market is going on any day. He says these are times to focus on what individual stocks are really doing. US inflation data has shocked economists and investment strategists. Wall Street has tumbled and the ASX is a sea of red, as headlines scream about billions
- [Financial Standard. Featured Profile: Richard Ivers](https://primevalue.com.au/financial-standard-featured-profile-richard-ivers/) - Portfolio management isn't the easiest of gigs, but a little competition isn't unusual for Prime Value Asset Management's Richard Ivers. Andrew McKean writes. Growing up with three older brothers with a penchant for roughhousing and hustling for money around the family pool table requires grit."I learned pretty quickly how to deal with sharks, if you
- [Why this fundie has taken profits on the banks](https://primevalue.com.au/why-this-fundie-has-taken-profits-on-the-banks/) - 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
- [Inflation spike brings capital preservation pain for income investors](https://primevalue.com.au/inflation-spike-brings-capital-preservation-pain-for-income-investors/) - 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
- [Why it’s harder to sell stocks than it is to buy](https://primevalue.com.au/why-its-harder-to-sell-stocks-than-it-is-to-buy/) - 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,
- [Prime Value Enhanced Income Fund topping the tables for one and five-year performance](https://primevalue.com.au/prime-value-enhanced-income-fund-topping-the-tables-for-one-and-five-year-performance/) - 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
- [Value stocks: Qube, Bravura Solutions, CSL, ELO, Resmed, Aristocrat+ investing in a mortgage fund](https://primevalue.com.au/value-stocks-qube-bravura-solutions-csl-elo-resmed-aristocrat-investing-in-a-mortgage-fund/) - ST Wong, CIO features on Switzer TV to discuss 2 portfolio stocks in Prime Value Opportunities Fund https://www.youtube.com/watch?v=4m2350VO7RA&t=720s Click here to watch ST Wong on Switzer TV
- [Prime Value: Small-cap returns without ratcheting up risk](https://primevalue.com.au/prime-value-small-cap-returns-without-ratcheting-up-risk/) - 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
- [Ivers steady on wild ride during first three years](https://primevalue.com.au/ivers-steady-on-wild-ride-during-first-three-years/) - 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
- [Richard Ivers & Chris Judd: talking a classic ‘uncovered gem’ for Prime Value Emerging Opportunities Fund](https://primevalue.com.au/richard-ivers-chris-judd-talking-a-classic-uncovered-gem-for-prime-value-emerging-opportunities-fund/) - Richard Ivers & Chris Judd: talking a classic ‘uncovered gem’ for Prime Value Emerging Opportunities Fund Business and investing commentator, Chris Judd, recently interviewed our very own Richard Ivers as part of Judd’s ‘Talk Ya Book’ video series. Judd “takes people inside the minds of Australia’s brightest investors” to share the thinking behind their stock
- [Table-topping Prime Value Emerging Opportunities Fund shows the benefits of staying invested](https://primevalue.com.au/table-topping-prime-value-emerging-opportunities-fund-shows-the-benefits-of-staying-invested/) - Table-topping Prime Value Emerging Opportunities Fund shows the benefits of staying invested One year on from the ‘fastest bear market in history’ we can see the benefits in keeping calm and staying invested in the Australian stock market. This is amply demonstrated by Prime Value’s Australian equities funds, which have all performed strongly over the
- [Why minimising losses is so powerful – even in bull markets](https://primevalue.com.au/why-minimising-losses-is-so-powerful-even-in-bull-markets/) - Why minimising losses is so powerful – even in bull markets 87% Why is this number relevant? It’s currently the favourite stat for top-performing fund manager Richard Ivers, portfolio manager of the Prime Value Emerging Opportunities Fund Ivers is most proud of this number because Prime Value Asset Management outperform 87% of the time in
- [Money Management: Travel stocks help small-cap fund see 23% returns](https://primevalue.com.au/money-management-travel-stocks-help-small-cap-fund-see-23-returns/) - Travel stocks help small-cap fund see 23% returns By Laura Dew 21 January 2021 Early purchases of stocks in recovery sectors such as travel has helped the Prime Value Emerging Opportunities fund to deliver returns of more than 20%, making it one of the best-performing small-cap funds of 2020. Holding onto stocks such as Helloworld Travel
- [Money Management: Prime Value backs Newscorp for property recovery](https://primevalue.com.au/money-management-prime-value-backs-newscorp-for-property-recovery/) - Prime Value backs Newscorp for property recovery By Laura Dew 2 February 2021 Prime Value portfolio manager Richard Ivers is looking to Newscorp as he believes the firm’s real estate arm REA will do well on the back of a recovering property market. The firm’s Emerging Opportunities fund currently held Newscorp in its top five largest holdings as
- [Small cap stocks that should be on your radar](https://primevalue.com.au/small-cap-stocks-that-should-be-on-your-radar/) - Small cap stocks that should be on your radar These are the 10 globally-focused companies favoured by fund managers. The Weekend Financial Review asked fund managers for their top picks of Australian mid-, small- or micro-cap companies with strong international growth prospects. We sought companies that mostly have a lower market profile and still offer value. Here
- [Australian small cap investments: The small caps pushing for international growth](https://primevalue.com.au/australian-small-cap-investments-the-small-caps-pushing-for-international-growth/) - Aussie small caps taking on the world Five years ago fundies were avoiding small caps due to many Australian failures overseas. Today the market can’t get enough of them despite COVID-19 uncertainty. Today the market can’t get enough of them despite COVID-19 uncertainty. Anew breed of Australian companies is pursuing rapid international expansion as investors
- [Prime Value Emerging Opportunities Fund ranked No 2 in Australia for 2020](https://primevalue.com.au/prime-value-emerging-opportunities-fund-ranked-no-2-in-australia-for-2020/) - Prime Value Emerging Opportunities Fund ranked No 2 in Australia for 2020 Prime Value’s investment philosophy of minimising mistakes has been rewarded with another strong year of investment returns. The Emerging Opportunities Fund was ranked number 2 in Australia by Morningstar for 2020, one of the more challenging years for investment markets in recent times.
- [Diversified income provides steady returns in low interest rate era](https://primevalue.com.au/diversified-income-provides-steady-returns-in-low-interest-rate-era/) - Prime Value Asset Management’s Matthew Lemke manages income funds and has worked in global investment markets for more than 30 years. Matthew watches fixed income markets closely, and says diversified income portfolios could provide some relief from relentlessly low interest rates. “The RBA said coronavirus has cast a shadow over the economy. Well, the incidence
- [Prime Value Emerging Opportunities Fund maintains strong outperformance through pandemic, now looking through to recovery](https://primevalue.com.au/prime-value-emerging-opportunities-fund-maintains-strong-outperformance-through-pandemic-now-looking-through-to-recovery/) - The Prime Value Emerging Opportunities Fund has maintained its strong performance throughout the COVID-19 pandemic, after being named Australia’s best performing small caps fund in Australia for the year to 30 June 2020 by Mercer. Remarkably, the Fund topped the Mercer Australian Small Companies (ex-ASX100) survey for the year to 30 June 2020 (source: MercerInsight®),
- [Investing in the market inflection point](https://primevalue.com.au/investing-in-the-market-inflection-point/) - Investing in the market inflection point - by ST Wong Click here to read the full article - Financial Review, Wednesday, November 25, 2020, pages from 24 to 24 Click here to read full article on AFR website
- [Livewire: 6 stocks to hold for the long-term with Richard Ivers](https://primevalue.com.au/livewire-6-stocks-to-hold-for-the-long-term-with-richard-ivers/) - Livewire: 6 stocks to hold for the long-term with Richard Ivers In the following video, Ivers discusses his team’s portfolio construction process and reveals another three stocks that have helped drive its outperformance. More information about Prime Value The Prime Value Emerging Opportunities Fund has topped Mercer’s Australian Small Companies (ex-ASX100) survey for the year
- [Livewire: A reliable small cap that remains overlooked with Richard Ivers](https://primevalue.com.au/livewire-a-reliable-small-cap-that-remains-overlooked-with-richard-ivers/) - Livewire: A reliable small cap that remains overlooked with Richard Ivers Ivers’ philosophy favours owning companies that can steadily compound their returns, which are often overlooked. In this interview, he outlines the case for a $5bn market cap logistics business that has delivered 15% compound earnings per share (EPS) growth over the past ten years,
- [Australian Fund Monitors Manager Insights with Richard Ivers](https://primevalue.com.au/australian-fund-monitors-interview-with-richard-ivers/) - Australian Fund Monitors Manager: Insights with Richard Ivers Damen Purcell, COO of Australian Fund Monitors, speaks with Richard Ivers, Portfolio Manager at Prime Value, about the Prime Value Emerging Opportunities Fund.
- [Livewire: How to spot value in small caps with Richard Ivers](https://primevalue.com.au/livewire-how-to-spot-value-in-small-caps-with-richard-ivers/) - Livewire: How to spot value in small caps with Richard Ivers Limit your forecast period to between three and five years and don’t obsess about buying the highest returning stock, says Richard Ivers, portfolio manager of the Prime Value Emerging Opportunities Fund. “We’re not necessarily looking to buy the business with the highest potential return,
- [What stocks are the experts buying? SwitzerTV: Investing](https://primevalue.com.au/what-stocks-are-the-experts-buying-switzertv-investing/) - Featuring CIO & Portfolio Manager – Equities: ST Wong ST Wong discusses several stocks: Australian Finance Group, Resmed and IDP Education What stocks are the experts buying? Plus, should you gamble on Mesoblast? | SwitzerTV: Investing https://www.youtube.com/watch?v=BpHeeBl90Rg&t=2092
- [Avoid the hot stocks to create lasting wealth](https://primevalue.com.au/monday-fundie-richard-ivers-in-afr/) - Avoid the hot stocks to create lasting wealth, says top fundie Click here to read the full article - Australian Financial Review - Monday 7 September 2020
- [Reporting season won't define market direction](https://primevalue.com.au/reporting-season-wont-define-market-direction/) - In a volatile market, it's vital to be disciplined about what you want to own, the price you want to pay and what you think it’s going to be worth in a few years. Investors are asking if this reporting season will make or break the extraordinary Australian sharemarket rally that started in late March.
- [By the numbers – Prime Value Emerging Opportunities Fund](https://primevalue.com.au/by-the-numbers-prime-value-emerging-opportunities-fund/) - Let’s look at some key numbers for the Prime Value Emerging Opportunities Fund – Class A, the table-topping small caps fund managed by Richard Ivers: 1 – for finishing first on Mercer’s Australian Small Companies (ex-ASX100) survey for the year to 30 June 2020 45 – the total number of funds ranked in the current
- [Yield Report - Cash and Fixed Income Manager](https://primevalue.com.au/yield-report-cash-and-fixed-income-manager/) - Click here to read the full article - Yield Report Aug 17
- ['I hate losing money' - Interview](https://primevalue.com.au/i-hate-losing-money-interview/) - Click here to read the full article - http___www.eurekareport.com.au_iis_iis.nsf_pages_1879A0EC90E746
- [Boutiques dominate Australian equities](https://primevalue.com.au/boutiques-dominate-australian-equities/) - Click here to read article - Boutiques dominate Australian equities
- [MIR's star on the rise after outstanding performance](https://primevalue.com.au/mirs-star-on-the-rise-after-outstanding-performance/) - Click here to read article - Money-Management-Fund-Manager-of-Year-2005-Rising-Star
- [Best performing fund managers during COVID-19 downturn](https://primevalue.com.au/best-performing-fund-managers-during-covid-19-downturn/) - Click here to read article - The Age Digital Edition Wednesday July 22 2020 pages from 40 to 40
- [Prime Value Emerging Opportunities Fund – Class A tops Mercer table as defensive focus rewarded](https://primevalue.com.au/prime-value-emerging-opportunities-fund-tops-mercer-table-as-defensive-focus-rewarded/) - ‘Boring is beautiful’ for the Prime Value Emerging Opportunities Fund – Class A, which has topped Mercer’s Australian Small Companies (ex-ASX100) survey for the year to 30 June 2020, in its first year on the survey. Richard Ivers, portfolio manager of the Prime Value Emerging Opportunities Fund – Class A, part of boutique investment house
- [Resources keep Prime ahead](https://primevalue.com.au/resources-keep-prime-ahead/) - Click here to read the article - Resources keep Prime ahead Source - The Australian Financial Review, 9 April 2008
- [Right on target](https://primevalue.com.au/right-on-target/) - Click here to read the full article - Right on Target Source - Financial Review, May 2006
- [Winner of Boutique Manager of the Year](https://primevalue.com.au/2005-standard-poors-winners/) - Click here to read the full article - Sept 2005 S&P Winners of the 2005 Australian Fund Awards Source - Investor weekly newspaper, 22 September 2005
- [The Top 10 - Money Magazine](https://primevalue.com.au/the-top-10-money-magazine/) - Click here to read the article - The-Top-10-Money-Magazine Source - Money Magazine, March 2011
- [When picking the right fund the Devil's in the detail](https://primevalue.com.au/when-picking-the-right-fund-the-devils-in-the-detail/) - Click here to view the article - When-picking-the-right-fund-the-devils-in-the-detail Source - The Age newspaper, 2nd October 2005
- [Winning fund deploys the art of war](https://primevalue.com.au/winning-fund-deploys-the-art-of-war/) - Click here to view the article - Winning fund deploys the art of war Source - The Australian newspaper, April 2011
- [Chicken Dinner](https://primevalue.com.au/chicken-dinner/) - Looking ahead into the new financial year, we don’t claim to know exactly how the recovery will unfold, and we expect elevated volatility to continue. That said, we believe this is an exciting time for active stock pickers who can identify companies with financial strength and management teams that have shown an ability to navigate
- [Prime Value’s views on current market volatility. The Importance of prudent stock selection](https://primevalue.com.au/prime-values-views-on-current-market-volatility-the-importance-of-prudent-stock-selection/) - 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,
- [Avoiding the next Vocation: Five “watch outs” for selecting stocks](https://primevalue.com.au/avoiding-the-next-vocation-five-watch-outs-for-selecting-stocks/) - Avoiding poor stocks when investing is as important as selecting big winners. One or two bad performers is all it takes to damage a portfolio. Investors should always consider preserving capital rather than just focusing on potential returns when choosing stocks. With any stock, you need to ask: what can go wrong? Where are the
- [Looking beyond the share price: a key lesson from CBL’s capitulation](https://primevalue.com.au/looking-beyond-the-share-price-a-key-lesson-from-cbls-capitulation/) - 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
- [Rotation to large caps ‘uncomfortable’ but creating opportunities](https://primevalue.com.au/rotation-to-large-caps-uncomfortable-but-creating-opportunities/) - 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
- [Is the market expensive? Four reasons this is the wrong question to be asking.](https://primevalue.com.au/is-the-market-expensive-four-reasons-this-is-the-wrong-question-to-be-asking/) - 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
- [What makes the table-topping Prime Value Cash Plus Fund tick?](https://primevalue.com.au/what-makes-the-table-topping-prime-value-cash-plus-fund-tick/) - 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
- [30 years after 1987 – how stock market crashes can make you a better investor](https://primevalue.com.au/30-years-after-1987-how-stock-market-crashes-can-make-you-a-better-investor/) - 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
- [Key reasons why Aussie investors are facing an interest rate dilemma](https://primevalue.com.au/key-reasons-why-aussie-investors-are-facing-an-interest-rate-dilemma/) - 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
- [Quick guide to keeping your cool during reporting season](https://primevalue.com.au/quick-guide-to-keeping-your-cool-during-reporting-season/) - 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
- [Prime Value Opportunities Fund upgraded by Lonsec](https://primevalue.com.au/prime-value-opportunities-fund-upgraded-by-lonsec/) - 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.
- [Top small cap performer says active management best way to ‘limit downside’](https://primevalue.com.au/top-small-cap-performer-says-active-management-best-way-to-limit-downside/) - 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
- [Active managers better at managing downside](https://primevalue.com.au/active-managers-better-at-managing-downside/) - 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
- [Meet the portfolio manager – Richard Ivers](https://primevalue.com.au/meet-the-portfolio-manager-richard-ivers/) - 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
- [Prime Value Emerging Opportunities Fund tops performance tables](https://primevalue.com.au/prime-value-emerging-opportunities-fund-tops-performance-tables-2/) - 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
- [What is behind the recent share market rally? Critical questions for investors](https://primevalue.com.au/what-is-behind-the-recent-share-market-rally-critical-questions-for-investors/) - 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
- [Few words from your Investment Team on the Federal Election](https://primevalue.com.au/few-words-from-your-investment-team-on-the-federal-election-2/) - 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
- [Where are today’s ‘picks and shovels’ companies?](https://primevalue.com.au/where-are-todays-picks-and-shovels-companies/) - 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.
- [Savers beware: why income investors need to consider cash enhanced funds](https://primevalue.com.au/savers-beware-why-income-investors-need-to-consider-cash-enhanced-funds/) - Income is on everyone’s minds as the media runs riot with talk of negative interest rates and Quantitative Easing. And income investors have been given a clear message from the RBA – cash returns will become worse before they get better. The RBA’s October rate cut, coupled with its latest statement, suggests income-directed investors need
- [Seven questions with ST Wong - Financial Review Interview](https://primevalue.com.au/seven-questions-with-st-wong-financial-review-interview/) - ST Wong is the chief investment officer of Prime Value Asset Management. What’s the investment question that you always hope to get asked but never do? Why is making fewer mistakes key to superior investment performance? There is a lot of focus on the most exciting stocks, but little attention paid to avoiding losers in
- [Market darlings: Here's when you should kill them to avoid big disappointments](https://primevalue.com.au/market-darlings-heres-when-you-should-kill-them-to-avoid-big-disappointments/) - Market darlings – those stocks often discussed at dinner parties and rarely questioned as a good investment – can make investors a lot of money on the way up. But many market darlings over history have provided the costliest lessons for investors, reminders that choosing which company not to own is often more critical than
- [Resilience amid uncertainty](https://primevalue.com.au/resilience-amid-uncertainty/) - Prime Value Asset Management chief investment officer and portfolio manager of Australian equities ST Wong has experienced two major financial crises. He tells Karren Vergara how he keeps grounded in the midst of financial market upheavals. If there's one trait an active fund manager needs at a time when cracks begin to form in the
- [Australia's top performing equity managers unveiled](https://primevalue.com.au/australias-top-performing-equity-managers-unveiled/) - The end of June looms large in diaries of fund managers around the country Street Talk The end of June looms large in diaries of fund managers around the country, many of who claim to generate returns through volatile periods and now have a real chance to prove it. The ASX saw red through February
- [Retail yield enhancement via wholesale funds](https://primevalue.com.au/retail-yield-enhancement-via-wholesale-funds/) - Cash returns from ‘traditional’ cash investments such as cash management trusts and term deposits are extremely low with little prospect of climbing higher soon. Investors are reluctantly leaving funds in equities or property markets, but alternatives exist in the professional or ‘wholesale’ securities market where investors can improve their returns. The wholesale debt market alternative
- [An important message from our CEO Yak Yong Quek](https://primevalue.com.au/an-important-message-from-our-ceo-yak-yong-quek/) - Our investment and business operation remains open, and we as a team remain committed to supporting you through this uncertain time. In light of the Coronavirus (COVID-19) pandemic and, in consultation with the board and senior staff, we have decided to enact our Business Continuity Plan. With the spread of COVID-19 and recent government actions to contain
- [4 reasons why cash is a core portfolio allocation](https://primevalue.com.au/4-reasons-why-cash-is-a-core-portfolio-allocation/) - 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

## Pages

- [Home](https://primevalue.com.au/) - EXPLORE OUR INVESTMENT OPTIONS Investment solutions to meet your wealth management goals Together with our sister company Shakespeare Property Group, Prime Value now manages in excess $3.0 billion in asset classes covering equities, income securities, property, and alternative assets. View our latest unit prices
- [Forms](https://primevalue.com.au/resources/forms/)
- [Equity Income (Imputation) Fund](https://primevalue.com.au/resources/product-information/imputation-fund/)
- [Growth Fund](https://primevalue.com.au/resources/product-information/growth-fund/)
- [Emerging Opportunities Fund – Class A and Class B](https://primevalue.com.au/resources/product-information/emerging-opportunities-fund/)
- [Microcap Fund](https://primevalue.com.au/resources/product-information/microcap-fund-resources/)
- [Enhanced Income Fund](https://primevalue.com.au/resources/product-information/enhanced-income-fund/)
- [Notices](https://primevalue.com.au/notices/)
- [Investing Directly](https://primevalue.com.au/how-to-invest/investing-directly/) - Investing Directly with Prime Value If you would like to invest directly in the Prime Value Funds, please follow the four steps below.
- [Resources](https://primevalue.com.au/resources/) - PRIME VALUE FUND RESOURCES Find all the information you need about our funds. Select the fund you require below to access all fund updates, fund profiles and product disclosure statements.
- [Australian Equities](https://primevalue.com.au/our-funds/equities/) - PRIME VALUE EQUITIES Prime Value builds on 26 years of investing to achieve superior long term returns for investors. The firm’s investment philosophy and process have been effective through many economic and market cycles. As a result, we are recognised as a leading equity investor, with an established track record that serves as a foundation
- [FAQs](https://primevalue.com.au/how-to-invest/faqs/)
- [Our Team](https://primevalue.com.au/about-us/our-team/)
- [Emerging Opportunities Fund - Class A](https://primevalue.com.au/our-funds/equities/emerging-opportunities-fund/) - A Disciplined Approach to Small Companies Investing The Prime Value Emerging Opportunities Fund is an actively managed Australian small companies fund focused on delivering long-term capital growth through disciplined stock selection and a high-conviction investment approach. The investment team has been recognised as Star Managers for the Emerging Opportunities Fund – Class A by SQM
- [Investing Via Platforms](https://primevalue.com.au/how-to-invest/investing-via-platforms/) - Investing via IDPS or Platform You may access the Prime Value Funds via various Investor Directed Portfolio Services (IDPS) (commonly known as Platforms, Wraps or Master Trusts). You will be issued Class B units.
- [Growth Fund](https://primevalue.com.au/our-funds/equities/growth-fund/) - OUR INVESTMENT PHILOSOPHY Investing through many market cycles The Prime Value Growth Fund enjoys a long term track record of investing for investors through many market cycles but the the single objective of delivering superior risk adjusted returns. Over the past 26 years, our team’s active approach seeks to benefit from uncovering unique characteristics of
- [Our Story](https://primevalue.com.au/about-us/our-story/) - Our Story One of Australia’s most trusted managed funds Founded in 1998 with headquarters located in Melbourne, Prime Value was established to meet a growing demand by investors for a privately owned managed fund that would exclusively manage investments on their behalf and not be driven by typical institutional shareholder demands.
- [Dairy Trusts](https://primevalue.com.au/our-funds/alternative-assets/dairy-agriculture/) - OUR INVESTMENT PHILOSOPHY Prime Value Dairy Trusts The Australian dairy industry has been through many challenging years with low milk prices, high input costs and ongoing drought conditions. However, a declining national herd and falling milk supply, the end of the supermarket discount milk strategy and the introduction of the Dairy Code of Conduct have
- [Private Equity](https://primevalue.com.au/our-funds/alternative-assets/private-equity/) - OUR INVESTMENT PHILOSOPHY Prime Value Private Equity Fund Private equity investment strategies are transformational, value-add and require active management. To implement them successfully, the right management teams are crucial and we are joining with ROC Partners to provide this opportunity to our investors. The Fund will invest in high quality private equity deals across the
- [Growth Infrastructure Fund](https://primevalue.com.au/our-funds/alternative-assets/growth-infrastructure-fund/) - OUR INVESTMENT PHILOSOPHY Prime Value Growth Infrastructure Infrastructure assets by nature have significant barriers to entry and dominant, almost monopolistic market positions. The sector usually requires high levels of capital investment and delivers stable, attractive yields and capital growth over long life spans. Infrastructure assets are also characterised by lower volatility and generally have a
- [Scam Alert — Fraudulent "Prime Value" Website and Mobile Applications](https://primevalue.com.au/scamalert/) - Scam Alert — Fraudulent "Prime Value" Website and Mobile Applications March 2026 We have recently become aware that scammers are impersonating Prime Value Asset Management Limited ("Prime Value") by: operating a fake website at https://www.primevaluecn.com that imitates our genuine website at https://www.primevalue.com; and operating several different fraudulent mobile applications, including under the names "Prime
- [Income](https://primevalue.com.au/our-funds/income/) - PRIME VALUE INCOME Dedicated to providing a reliable income to investors. We have the Prime Value Enhanced Income Fund, dedicated to providing a reliable income to investors. The fund is managed conservatively.
- [Unit Prices and Performance](https://primevalue.com.au/our-funds/prices-and-performance/) - Unit Price Summary Access the latest unit price data for each of our funds: *Please note that the Prime Value Enhanced Income Fund only has one single class of units for all investors, whereas other funds have two classes (Class A and Class B). The price shown above reflects the unit price of this single
- [Microcap Fund](https://primevalue.com.au/our-funds/equities/microcap-fund/) - OUR INVESTMENT PHILOSOPHY High-Conviction Microcap Investing with a Focus on Downside Protection The Prime Value Microcap Fund provides investors with access to part of the stock market where some of the highest growth companies reside yet are also least researched – Australian and New Zealand listed companies typically with a market capitalisation of $500 million
- [Fund Distributions](https://primevalue.com.au/our-funds/fund-distributions/) - Distribution Summary Access the latest distribution data for each of our funds: Distribution History To access the historical distribution data for a specific fund, please select an investment category and fund using the dropdown below:
- [Resources for Microcap Fund](https://primevalue.com.au/resources-2/) - PRIME VALUE FUND RESOURCES Find all the information you need about our funds. Select the fund you require below to access all fund updates, fund profiles and product disclosure statements.
- [Alternative Assets](https://primevalue.com.au/our-funds/alternative-assets/) - OUR INVESTMENT PHILOSOPHY Diversification now crosses multiple dimensions. Income Securities, Equities and Property are core to our investment philosophy but in our rapidly changing investment landscape, resilient portfolios require new approaches. Prime Value Alternative Assets are investments in real assets in sectors underpinned by global macro trends. We believe diversification is essential and
- [Privacy Policy](https://primevalue.com.au/privacy-policy/) - December 2024 Background Prime Value Asset Management Limited (Prime Value) is committed to protecting your identity and personal information. This protection is fundamental to the way Prime Value do business. Prime Value do this carefully and respectfully, to earn and maintain your trust and to ensure compliance with the Privacy Act 1988 (Cth), The
- [Prime Value Foundation](https://primevalue.com.au/about-us/primevaluefoundation/) - PRIME VALUE FOUNDATION Future Generations Program Prime Value is one of Australia’s most trusted investment managers with an impressive history of building wealth with investors. Since the company’s establishment in 1998, Prime Value management team and staff have dedicated much passion, effort and commitment in community support and philanthropic activities. These activities include the development
- [Unit Price History](https://primevalue.com.au/our-funds/unit-price-history/) - Unit Price History To access the historical unit price data for a specific fund, please select an investment category and fund using the dropdown below:
- [Enhanced Income Fund](https://primevalue.com.au/our-funds/income/enhanced-income-fund/) - PLEASE NOTE: On 15th December 2020, Prime Value Cash Plus Fund changed its name to Prime Value Enhanced Income Fund. OUR INVESTMENT OBJECTIVE Capital stability and regular income. The Fund aims to provide regular income with capital stability (i.e low variability in the Fund's unit price). Variations in the unit price can occur from
- [Careers](https://primevalue.com.au/about-us/careers/) - Careers at Prime Value Join our team As the company grows, Prime Value continues to strengthen the team in investment, business development, relationship & client services and business administration. Those who share our commitment to being a good steward, have a passion for investment and enjoy delivering personalised service will be assured of a rewarding
- [Dairy Trusts](https://primevalue.com.au/our-funds/alternative-assets/dairy-trusts/) - OUR INVESTMENT PHILOSOPHY Prime Value Dairy Trusts The Australian dairy industry has been through many challenging years with low milk prices, high input costs and ongoing drought conditions. However, a declining national herd and falling milk supply, the end of the supermarket discount milk strategy and the introduction of the Dairy Code of Conduct have
- [Home](https://primevalue.com.au/home-2/) - EXPLORE OUR INVESTMENT OPTIONS Investment solutions to meet your wealth management goals Together with our sister company Shakespeare Property Group, Prime Value now manages in excess $2.5 billion in asset classes covering equities, income securities, property, and alternative assets. View our latest unit prices
- [Target Market Determinations](https://primevalue.com.au/resources/target-market-determinations/)
- [investorlogin](https://primevalue.com.au/investorlogin/)
- [Homepage Chinese](https://primevalue.com.au/homepage-chinese/) - 鼎值基金，与您共创财富 在鼎值，“共创财富”不仅仅是一个口号，它是鼎值的投资理念之精华。 和您一样，我们的投资和管理团队同时也是本公司基金的基石投资者， 我们与您同喜同忧，共进共退，与您共同获益， 历经多轮市场周期，基金老将为您提供风险调整后的收益。 我们经验丰富，从不随波逐流， 我们坚定且拥有充分的自由， 冷静、专业、灵活、独立、协助、稳健。
- [Equity Income (Imputation) Fund](https://primevalue.com.au/our-funds/equities/equity-income-imputation-fund/) - OUR INVESTMENT PHILOSOPHY Regular income and capital growth opportunity for tax-savvy investors Our objective is to capture both dividend and capital growth components of an equity investment. Dividends typically form the more stable and predictable part of the total return. We believe the Fund offers a very attractive risk-adjusted return. Since inception, the Fund has
- [Contact Us](https://primevalue.com.au/get-in-touch/contact-us/) - PRIME VALUE ASSET MANAGEMENT LTD We'd love to hear from you!
- [Additional (Top-up) Investments](https://primevalue.com.au/how-to-invest/additional-top-up-investments/) - Investing Directly with Prime Value For existing Investors investing in the same Fund there is no need to complete another application form, simply forward payment and either a completed Additional Application Form or written notification stating your investor code and the amount which you would like to invest. If you wish to make an investment in
- [Investing your SMSF](https://primevalue.com.au/how-to-invest/investing-your-smsf/) - Investing your SMSF with Prime Value If you would like to invest your SMSF in the Prime Value Funds, please follow the four steps below.
- [Terms of Use](https://primevalue.com.au/terms-of-use/) - Information offered on this website The information contained in this website is general in nature and has no regard to the specific investment objectives, financial or particular needs of any specific recipient. The information provided on this website does not and is not intended to constitute financial advice or a personal securities recommendation. The information
- [Our Philanthropy](https://primevalue.com.au/about-us/our-philanthropy/) - Our Philanthropy Prime Value is proud to offer our support For over a decade Prime Value Asset Management has been helping Charities and Not-For-Profits with their investment needs. We rebate performance fees on investments made by non-profit and philanthropic organisations including charities and charitable trusts. Prime Value is proud to partner with philanthropic organisations
- [Investing your Personal Super](https://primevalue.com.au/how-to-invest/personal-super/) - Investing your Personal Super with Prime Value If you do not have an SMSF and want to invest your personal superannuation into the Prime Value Funds then our partnership with industry-leading superannuation provider, netwealth, can help. Getting started is easy – simply open an account with netwealth, transfer some or all of your super
- [Product Information](https://primevalue.com.au/resources/product-information/) - OPPORTUNITIES FUND PRODUCT DISCLOSURE STATEMENT Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua. At vero eos et accusam et justo duo dolores et ea rebum. Stet
- [Mortgage](https://primevalue.com.au/our-funds/mortgage/) - PRIME VALUE SELECT MORTGAGE INCOME FUND Achieve regular income, secured by real property. Prime Value Asset Management launched its Select Mortgage Income Fund in 2018. The Select Mortgage Income Fund allows investors to achieve regular income through a choice of loans which are secured by real property mortgages and/or security interests. Strict lending
- [Charity & Not-for-Profit](https://primevalue.com.au/our-investors/charity-not-for-profit/) - Charity and Not-for-Profit Investors Consistent with our organisational core values, Prime Value rebates performance fees on investments made by non-profit and philanthropic organisations, including charities and charitable trusts. Gain broader reach by making smarter investments Not-for-profit (NFP) organisations enrich every aspect of our community. At Prime Value, we highly value the role charities and NFPs play
- [Property](https://primevalue.com.au/our-funds/property/) - Property investment spanning five states and four capital cities. Property assets are managed by Prime Value Asset Management’s sister company Shakespeare Property Group. It specializes in assessing, quantifying and managing property-related risks. The first commercial property syndicate was launched in 2002, over the years further property funds have been offered to investors. The
- [Why Prime Value?](https://primevalue.com.au/about-us/why-prime/) - ABOUT US Why Prime Value? Clients are at the core of everything we do at Prime Value
- [Family Office Investors](https://primevalue.com.au/our-investors/high-net-worth-investors/) - Family Office and High Net Worth Investors Your trusted partner to protect, grow and enhance your legacy Every investor has a different story, shaped by experiences and aspirations. At Prime Value we partner with our high net worth investors and family offices to deliver tailored long-term investment solutions that will build on their wealth across
- [Superannuation and Pension Investors](https://primevalue.com.au/our-investors/superannuation-and-pension-investors/) - Superannuation and Pension Investors Partnering with you to invest during times of change We ensure money works in your interests, offering superannuation and pension investors diverse investment options. Our proven managed funds preserve and grow wealth for our clients through prudent, long-term investment solutions that bring greater certainty to retirement outcomes. Our managed funds across
- [Sophisticated & Wholesale Investors](https://primevalue.com.au/our-investors/sophisticated-wholesale-investors/) - Sophisticated and Wholesale Investors Tap into exclusive co-investing opportunities with Prime Value Are you a sophisticated or wholesale investor seeking to grow your investment portfolio? Whether you are a company, trust, self-managed super fund (SMSF) or individual, you can unlock the benefits of one of Prime Value’s multi-award winning managed funds and start experiencing superior
- [Everyday Investor](https://primevalue.com.au/our-investors/everyday-investor/) - Everyday Investors Avoid high management fees and retain your share of investment returns The best result comes from understanding your ambitions and the lifestyle you want to achieve - no matter what stage of life you're at. Whether you are a first-time investor, someone who has previously invested or a professional advisor, you can access
- [Events](https://primevalue.com.au/events/)
- [Getting started](https://primevalue.com.au/how-to-invest/getting-started/) - How to Get Started Whatever your future goals, Prime Value has an investment solution to meet your needs
- [About Us](https://primevalue.com.au/about-us/)
- [Our Funds](https://primevalue.com.au/our-funds/)
- [Our Investors](https://primevalue.com.au/our-investors/)
- [HOW TO INVEST](https://primevalue.com.au/how-to-invest/)
- [GET IN TOUCH](https://primevalue.com.au/get-in-touch/)
- [Insights](https://primevalue.com.au/insights/)

## Slider

- [PERSONAL SERVICE](https://primevalue.com.au/slider/personal-service/) - Over our 28 year history, our flexibility and our culture has enabled us to grow and consistently deliver attractive investment opportunities to our clients.
- [28 YEARS OF EXPERIENCE](https://primevalue.com.au/slider/test/) - We have been co-investing with our investors since 1998, building wealth together. We now manage in excess of $3.0 billion across a range of asset classes including income securities, equities, property and alternative assets.
- [MULTI-AWARD WINNING](https://primevalue.com.au/slider/test2/) - For two years in a row Standard and Poor‘s awarded Prime Value its Boutique Fund Manager of the Year
- [全澳小盘股排名第一](https://primevalue.com.au/slider/全澳中小盘排名第一/) - 热烈祝贺鼎值新兴机会基金荣登 Mercer insight 美世评级小盘股ASX EX-100 第一名 MorningStar晨星评级全澳中小盘类别 第一名 二十二载坚守初心 用时间沉淀价值
- [澳洲移民合规解决方案](https://primevalue.com.au/slider/澳洲移民投资合规基金/) - 作为澳洲政府指定的SIV合规基金之一，鼎值基金助力诸多企业家与高净值人士达成合规投资，成功获签永久居留。 通过丰富完整的基金产品与服务，为客户定制投资管理方案，让每位客户都在满足签证要求之外，更可安心坐享财富增值。
- [耕耘22载共创财富](https://primevalue.com.au/slider/20年共创财富/) - 鼎值基金 -- 澳洲精品投资理财机构，自1998年成立，自多个家族办公室共同投资发展至今。 管理资产横跨股票、固定收益、房地产、另类投资及私募股权等领域，管理规模超过15亿澳元。 二十余年，恪守初心，致力于与客户“共创财富”，在财富创造与资本保护之间寻求最佳平衡。

## Testimonial

- [Richard Beaumont - Entrust Foundation](https://primevalue.com.au/testimonial/richard-beaumont-entrust-foundation/) - “We have been partners with Prime Value for 10 years and have nothing but appreciation for the way they have assisted us to wisely invest our capital. As an organisation we need cash flow to fund our overheads and the Prime Value investments has enabled us to directly help the poorest people on the planet.
- [Grant D](https://primevalue.com.au/testimonial/grant-d/) - "The advice and investment management by Prime Value over many years has been a true blessing for the growth of The Australian Navigators’ ministry. Prime Value's partnership with us has produced significant growth in our Endowment Fund. The Australian Navigators is very grateful to God for His provision through Prime Value.” "
- [Ron P](https://primevalue.com.au/testimonial/ron-p/) - “Prime Value's core values and their fundamental investment philosophy is based upon integrity, so much so that my family became and continues to be investors in their various funds”
- [David H](https://primevalue.com.au/testimonial/david-h/) - “I first invested with Prime Value and its CEO Mr Quek in 2003. I was attracted to his approach of building wealth with the interesting reference to the ancient ‘Art of War’ by Sun Tzu and the clever fighter being to one who wins his battle by making no mistakes. Without hesitation, my life-long savings
- [Tony and Elizabeth D](https://primevalue.com.au/testimonial/testimonial-1/) - “We have invested a substantial amount of our superannuation fund with Prime Value. Our attraction to Prime Value lies in the trust we have built through our Relationship Manager and also Mr Quek the CEO who we have found to be a very astute and cautious financial manager. Moreover, we have felt very secure in
- [KC L](https://primevalue.com.au/testimonial/testimonial-2/) - "I have been investing in Prime Value for more than 10 years, I would say that Prime Value is a trustworthy company with good stewardship towards my investments over the years. I would never doubt to continue investing in Prime Value for any of their future endeavour."

## Blog Call to Action

- [new test](https://primevalue.com.au/blogcalltoaction/new-test/) - Get exclusive access to our latest investment fund opportunities before the general public. Stay up to date with our monthly updates for our Income Funds, Equities Funds, Alternative Assets and Property. Find out what great investment seminars/webinars and events we have planned for you to attend and read the latest insights from our team of
- [test blog call to action](https://primevalue.com.au/blogcalltoaction/test-blog-call-to-action/) - Get exclusive access to our latest investment fund opportunities before the general public. Stay up to date with our monthly updates for our Income Funds, Equities Funds, Alternative Assets and Property. Find out what great investment seminars/webinars and events we have planned for you to attend and read the latest insights from our team of
- [Who is Prime Value](https://primevalue.com.au/blogcalltoaction/who-is-prime-value/) - Founded in 1998 with headquarters located in Melbourne, Prime Value was established to meet a growing demand by investors for a privately owned managed fund that would exclusively manage investments on their behalf and not be driven by typical institutional shareholder demands. From Day 1, Prime Value has pursued strategies that seek to protect investor

## Events

- [Prime Value Tasmanian Farm Aggregation - Webinar 23 April](https://primevalue.com.au/event/prime-value-tasmanian-land-aggregation-webinar-15-april/) - JOIN US FOR THE LATEST UPDATE ON OUR STRATEGIC LAND ACQUISITION AND AGGREGATION OF SOME OF THE FINEST AGRICULTURAL FARMLAND IN AUSTRALIA Never before has there been the opportunity to secure and aggregate dairy farms across the renowned Circular Head region of North West Tasmania. Join us for an update on this strategic and opportunistic
- [Is Australia still the “lucky country” when it comes to building wealth?](https://primevalue.com.au/event/is-australia-still-the-lucky-country-when-it-comes-to-building-wealth/) - Exclusive Interview with Michael Sukkar, Assistant Treasurer; Minister for Housing and Minister for Homelessness, Social and Community Housing and Federal Member for Deakin. Prime Value Asset Management is pleased to present an exclusive interview with Michael Sukkar, Assistant Treasurer; Minister for Housing and Federal Member for Deakin on Thursday the 22nd of April at 12:30pm
- [Webinar 18 March: Capital Raising Significant & Opportunistic Dairy Acquisition](https://primevalue.com.au/event/webinar-18-march-prime-value-capital-raising-significant-opportunistic-dairy-acquisition/) - JOIN US ONLINE: THURSDAY 18 MARCH 2021 DAIRY TRUSTS WEBINAR SIGNIFICANT DAIRY ACQUISITION OPPORTUNISTIC PURCHASE OF A PORTFOLIO OF TASMANIAN DAIRY FARMS WITH MULTIPLE VALUE ADD OPPORTUNITIES EQUITY RAISING CLOSES 20 APRIL 2021 We are exceptionally pleased to announce we have agreed terms and signed contracts to acquire a coveted portfolio of dairy farms covering
- [Equities - Our top predictions for 2021](https://primevalue.com.au/event/equities-our-top-predictions-for-2021/) - Invitation to join Prime Value Equity Portfolio Managers ST Wong and Richard Ivers for an Interactive Webinar and Q&A 2020 was a disastrous year for the global economy, yet equities had a great run. Looking into 2021, where do we go from here? Naysayers are worried that markets have gotten way ahead of themselves, while
- [Seminar With The No 1 Small Cap Fund In Australia - Prime Value Emerging Opportunities Fund](https://primevalue.com.au/event/seminar-with-the-no-1-small-cap-fund-in-australia-prime-value-emerging-opportunities-fund/) - Invitation to join the Prime Value Emerging Opportunities Fund Portfolio Manager, Richard Ivers. Featuring two special guests Alliance Aviation CEO, Lee Schofield and Fisher & Paykel Healthcare Vice President, Marcus Driller. Please join us for a webinar with the Portfolio Manager of The Prime Value Emerging Opportunities Fund, Richard Ivers. It is the best performing
- [Dairy Trusts Webinar](https://primevalue.com.au/event/dairy-trusts-webinar/) - Invitation to existing and interested investors to join our Farm and Portfolio Managers on Zoom for an update on developments in the Prime Value Dairy Trusts. In this Dairy Trusts webinar session we will: Announce details of our next acquisitions Review the distribution paid for the June 20 half year and forecasts going forward. Update you on the developments
- [Prime Value Equities Investment Seminar - Others see risk, we see opportunities](https://primevalue.com.au/event/prime-value-equities-investment-seminar-others-see-risk-we-see-opportunities/) - Join us to hear a first-hand, “on the ground” account about Coronavirus and its impact on your equity investments. You are invited to join our special international guest Mr Yan, a former prominent investment banker and now successful business owner and Private Equity specialist from China. Also on the panel will be our CEO, Yak
- [Self Managed Super Fund Webinar](https://primevalue.com.au/event/self-managed-super-fund-webinar/) - Join us to hear Self-Managed Superannuation Fund expert Tim Miller from SuperGuardian share both the benefits and impediments to having an SMSF from the time of establishment right through to winding the fund up and all the various life events that occur in between. All your questions answered about whether an SMSF is right for
- [Equity Investment Webinar](https://primevalue.com.au/event/the-key-to-understanding-global-market-trends/) - Join us to hear our Equity Portfolio Managers answer questions online via Zoom about the market and its impact on your equity investments. Share markets have been volatile due to the Coronavirus. What does this mean for your investments? Take the emotion and noise out of your investment process to focus on the key issues
- [Building resilient portfolios with Alternatives](https://primevalue.com.au/event/the-key-to-understanding-global-market-trends-2/) - You are invited to join our Portfolio and Farm Managers on Zoom for an update and Q&A on our alternative asset investments. Resilient portfolios require adaptability, patience and diversification and this has become much more apparent in the current environment. Part of our objective as an organisation is to help our clients build this resilience and it has driven our investments in alternative assets. We believe each investment we have chosen
- [Prime Value Equities Investment Update - Is this a once in a 10 year opportunity?](https://primevalue.com.au/event/five-must-read-books-to-help-you-become-a-better-investor/) - Join us on the 13 May at 11am or 7pm to hear our Equity Portfolio Managers answer questions online via Zoom about the market and its impact on your equity investments. Periods of change and volatility have historically been the best time to invest in equity markets. Opportunities like these only come along every 10

## Categories

- [OTHER](https://primevalue.com.au/category/other/)
- [INSIGHT](https://primevalue.com.au/category/insight/)
- [VIDEO](https://primevalue.com.au/category/video/)
- [INCOME](https://primevalue.com.au/category/income/)
- [EQUITIES](https://primevalue.com.au/category/equities/)
- [ANNOUNCEMENTS](https://primevalue.com.au/category/announcements/)
- [NEWS](https://primevalue.com.au/category/news/)
- [ALTERNATIVES](https://primevalue.com.au/category/alternatives/)

## Event Types

- [EVENTS](https://primevalue.com.au/event_type/events/)
- [WEBINARS](https://primevalue.com.au/event_type/webinars/)

## Event Locations

- [Online](https://primevalue.com.au/event_location/online/)