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The Prime Value Opportunities Fund aims to create long term wealth through investing in companies led by strong management teams driving businesses that will benefit from compounding growth over a number of years. The Portfolio is truly unrestricted to allow for investments into the best opportunities and will invest in 20 to 30 best ideas within the stock market, regardless of size.
The Portfolio is built with an absolute return mentality—not to a benchmark or stock market index. Rather than approach the analysis of companies based on industries and sectors the Portfolio Manager segments the investment universe into 5 group of companies: Core, Specific Growth, Valuation, Turnaround and Thematic.
Zenith - Recommended
Lonsec - Recommended
Performance figures have been calculated in accordance with the Financial Services Council (FSC) standards and are net of management fees. No allowance has been made for taxation. Performance assumes the reinvestment of income distributions. Past performance is not necessarily an indicator of future performance.
To achieve superior absolute total returns by providing medium to long term capital growth without the constraints of a share market benchmark.
5 November 2012
0 - 20%
3 + years
15.0% of net performance above 8% p.a., subject to a high water mark
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Building wealth together is the heart and soul of Prime Value
Putting our clients first.
Prime Value has been co-investing with its investors since 1998. Building wealth together.
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.
Protecting clients' capital in difficult markets by minimising mistakes.
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.