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 for future success. We invest our capital alongside investors with a focus on long term wealth creation. To achieve that objective, we only invest in the best opportunities uncovered by our experienced investment team. We offer a number of high conviction strategies including all caps, small caps and growth funds.

OPPORTUNITIES FUND

9.7% p.a *as at 30 June 2024

EMERGING OPPORTUNITIES FUND - CLASS A

11.1% p.a *as at 30 June 2024

GROWTH FUND

10.3% p.a *as at 30 June 2024

EQUITY INCOME (IMPUTATION) FUND

9.9% p.a *12.0 as at 30 June 2024 incl franking credit

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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