Why uncertainty in markets creates opportunity – with a little teamwork

The omicron COVID-19 variant has cast some uncertainty over markets, which spells opportunity for investors, according to ST Wong, Chief Investment Officer of Prime Value Asset Management.

“Uncertainty in markets is not risk. Uncertainty creates opportunity through volatility, which produces great entry points into great companies.”

While there might be some worrying moments as markets react to news, ST says it’s important to cut through the noise. “It’s essential to keep a focus on the long-term. Once you focus on the short-term, your ability to make mistakes compounds.

“The main thing is to focus on the investment approach to identify quality businesses with sound management, financial strength, and attractive valuations.

“This approach creates an investment portfolio of stocks which is very different from the market.”

ST said Prime Value Asset Management had a team approach where different portfolio managers collaborate and cross-pollinate ideas. “Working as a team gives us some edge. We all have a similar objective.

“As portfolio managers, we aren’t precious about ideas or stocks – there’s a desire to collaborate and share ideas which makes us much stronger collectively. It makes all of our funds better.”

The team’s key focus is minimising mistakes and protecting capital. “Choosing quality companies with good management and strong financial strength, at a good price, is where capital protection starts.

“Successful companies during times of disruption learn rapidly, and translate that into experimentation and action. Management needs to be flexible and adapt.

“As investors, we need to be flexible to stay ahead of the market, by taking advantage of changes in the cycle.”

ST Wong manages the Prime Value Opportunities Fund, which has delivered investors 11.7% per annum net of fees since inception in 2012 (performance to 30 November 2021), outperforming the market.

The Prime Value Opportunities Fund is Recommended by Zenith and Lonsec, and available via platforms including BT Wrap, Macquarie Wrap, HUB 24, Netwealth, and Power Wrap.

For any questions about the Prime Value Opportunities Fund, please contact our Client Services Team at info@primevalue.com.au and 61 3 9098 8088

Related Content

Novotel Cairns Oasis Resort wins Bronze at the 2024 Qantas Australian Tourism Awards

26 March 2025

The Novotel Cairns Oasis Resort, owned by Prime Value Asset Management and Shakespeare Property Group, has been recognised among Australia’s best accommodation providers at the 2024 Qantas Australian Tourism Awards. The Novotel Cairns Oasis Resort was awarded Bronze in the 4-4.5 Star Deluxe Accommodation category at the awards ceremony, considered tourism’s ‘night of nights’, held […]

CONTINUE READING

2024 Equity Markets Review 2025 Outlook

10 March 2025

Key Insights for Navigating the Year Ahead Discover the latest findings and expert analysis shaping equity investment strategies, with thought leadership on the trends and opportunities for 2025.   Introduction The Prime Value Equities Investment Team takes a comprehensive look at the performance of equities in 2024 and the anticipated trends shaping the market in […]

CONTINUE READING

Australian equities funds continue to deliver for Prime Value investors

25 February 2025

Prime Value Asset Management’s Australian equities funds have posted strong long-term performance, showing consistency and underlining the benefits of actively managed Australian equities portfolios. Consistent outperformance across market conditions ST Wong, Chief Investment Officer of Prime Value Asset Management, emphasises Prime Value’s aims to delivering outperformance across different market conditions – not just during favourable […]

CONTINUE READING
FIND OUT HOW TO INVEST WITH US

We'll get back to you within 24 hours.

CHAT WITH US