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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.
The fund’s return of +23.4% for the year is particularly impressive considering its lower risk approach to stock picking. Richard Ivers and the team favour a conservative approach and avoided many of the “hot” but higher risk segments such as mining and buy now pay later.
This follows a strong 2019 when the fund returned +31.8%. Longer term returns have also been strong at +15% per annum since inception in 2015, highlighting resilience through volatile markets in recent years.
Click here to read the full article – Top Australian fundies keep delivering the goods – Financial Review, Jan 6, 2021
24 December 2020
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 […]
16 December 2020
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®), […]
25 November 2020
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