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 our alternative investments have been chosen to compliment each other and structured to provide this diversification. We have focused on areas where we see income and capital growth potential over the coming years.

 

We are investing in assets for the future and by also focusing on our environmental and social responsibilities we de-risk these investments.

 

Sustainability underpins all resilient portfolios.

Australian Citrus

12% p.a *Target return

Australian Dairy

12% p.a *Target return

Growth Infrastructure

12% p.a *Target return

Private Equity

18% p.a *Target return

WE BELIEVE

Building wealth together is the heart and soul of Prime Value.

TRUE STEWARDSHIP

Putting our clients first.

ALIGNMENT OF INTEREST

Prime Value has been co-investing with its investors since 1998. Building wealth together.

INDEPENDENCE & TRANSPARENCY

We are not aligned with the major financial institutions, allowing us to act in our investors' best interests with an eye on the long term.

RISK MANAGEMENT

Protecting clients' capital in difficult markets by minimising mistakes.

CULTURE

An inclusive and collaborative culture built around humility and passion for investment. This is reflected in the longevity and stability of the management and investment team.

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