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 strong, successful fund manager we are today.

 ‘Building wealth together’ is more than just a slogan. Our team invest in our funds, so we have true alignment of interests to provide our investors with the confidence to further invest and grow with us.

While the last 26 years has seen Prime Value achieve significant milestones, win many awards and benefit from significant industry recognition of its achievements, the past 12 months have also been highly successful on many levels, and we’d like to take this opportunity to share some of our recent successes with you.

In line with our plans for expansion, last year saw Prime Value open a new Sydney office, the recently purchased 139 Macquarie Street building, and make numerous additions to the team including the areas of Investment, Business Development and Marketing in order to support our continued growth.

The Prime Value Emerging Opportunities Fund continued its strong performance, marking its 6th consecutive year of outperformance as 2023 came to a close. This period (from 2018 to 2023) has been a particularly challenging with both bull and bear markets, a period of prolonged low interest rates followed by sharp rate increases, and not to mention Covid-19, but the fund outperformed both the Small Ordinaries Accumulation and Small Industrials Accumulation indices each year.

And more recently in February of this year, Research House Zenith, upgraded the Prime Value small cap fund to ‘Highly Recommended’. The Prime Value Emerging Opportunities Fund Class A, and newly created Class B, were the only small cap funds to be upgraded to this top ranking in 2024.

Our acquisitions during 2023-24 reflected our approach to seeking out counter-cycical and attractive opportunities and our sister company Shakespeare Property Group acquired attractive real estate with 8 Nicholson Street in Melbourne and The Hotel Woolstore 1888 and 139 Macquarie Street in Sydney.

Prime Value Dairy Trusts’ acquisitions saw the fund’s portfolio increase to 5,800 hectares of premium high rainfall farmland in northwest Tasmania and southwest Victoria. The development work undertaken to improve the dairy assets we acquired has seen dairy production increase by over 35 per cent during the past year.

As part of our growth strategy, and having seen opportunities in the retirement living sector, we launched a new fund – The Prime Value Retirement Living Fund 2, which invest in four A-Grade retirement villages in Victoria which make up around 900 dwellings.

We were also pleased that our commitment to sustainability in our investments was recognised. The Novotel Cairns Oasis Resort, owned by Shakespeare Property Group, has achieved the Sustainable Tourism Certification, being the first Sustainable Tourism Certified resort in North Queensland. The resort was also awarded certification for
4-4.5-star deluxe accommodation.

We look forward to continuing our growth in 2024 in line with our commitment to our investors to deliver industry leading returns, and to continuing to share news of our achievements

Yak Yong Quek

CEO & Executive Director

Prime Value Asset Management


Source: Prime Value Asset Management

For more information on any of Prime Value Asset Management’s Investment Funds please contact our Client Services Team at info@primevalue.com.au and 61 3 9098 8088

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