Prime Value Asset Management

26/07/2023

How do you find opportunities and avoid the soft spots in a world of stickier inflation?

Prime Value Chief Investment Officer ST Wong shares his expertise with Financial Review, providing insights into what to look for when investing in the current uncharted waters.

The first step – seek companies with strong balance sheets and those with “positive industry structures” such as monopolies or duopolies.

Read the full article for more of ST Wong’s insights into how to spot opportunities and what to look for in companies in an environment with persistent inflation.

The return of bonds as a viable alternative to equities adds another layer of complexity for investors looking to tweak their portfolios.

19/07/2023

How do investors achieve consistent returns through volatile times?

Use current volatility to your favour.

Richard Ivers, Prime Value Portfolio Manager shares with the Adviser Voice that the current volatility has meant there are many small cap companies suddenly becoming available at attractive prices. This enables investors to buy in at the right price – a key component in generating your ultimate return. Read the full article below.

The Prime Value Emerging Opportunities Fund returned 13.68% to investors after fees for the year to 30 June 2023, and has delivered 11.2% after fees per annum to investors since inception in 2015. To invest contact us at [email protected] or 03 9098 8088 or visit https://primevalue.com.au



https://primevalue.com.au/lagging-small-cap-sector-primed-for-active-management/

He said: “There are strong opportunities for small cap investors to capitalise on the disparity between smaller companies and the rest of the market

16/07/2023

With the economic outlook shifting, the time for equities is now

2023 has started strongly for our equity funds and with the outlook improving thanks to interest rates and inflation nearing their peak, equities will be one of the first asset classes to benefit.

Gain exclusive access to award winning Portfolio Managers ST Wong, Richard Ivers and Mike Younger in our upcoming webinar hosted by Andrew Russell, Director, Investor Relations. The session is not to be missed and will cover;
- An equity market roadmap for the future
- A consistent investment approach that delivers consistent returns
- Investing not speculating
- The role of distribution yield in equities

Secure your place for Tuesday 25th July at 12:30pm, to capitalise on the upcoming opportunities: https://us02web.zoom.us/webinar/register/WN_eDvLnWDaRwaqfboooAc93w

25/05/2023

June is not a time for procrastinating when it comes to SMSF end of financial year obligations.

Andrew Russell, Prime Value Director Investor Relations will host Josh Williams, COO and Tim Miller, SMSF Technical & Education Manager from SuperGuardian, to discuss how to make the most of your SMSF savings now and how to plan for next year, with an understanding of the opportunities that will be available from 1 July.

In this webinar, we will cover:
- Pension planning pre and post EOFY
- Contribution strategies
- SMSF residency rules
- How indexation will apply from 1 July
- Proposed tax on balances over $3M
- Q&A with Josh Williams & Tim Miller

Register below to secure your place on Tuesday May 30th at 12:30pm https://lnkd.in/gNv4rKi5

16/05/2023

Are your investment goals and returns keeping up with the pace of inflation and rising interest rates?

Many investors are still feeling the pinch with inflation soaring, but with the interest rates available on traditional interest rate products like term deposits not keeping pace, it can feel like you’re going backwards.

While there has been a shift to investments carrying a higher level of risk to supplement their income, some are concerned this may lead to problems down the road.

So how do you find solid returns to outpace inflation without increasing your risk?

Andrew Russell, Director, Investor Relations will host Portfolio Manager Matthew Lemke and Prime Value CEO Yak Yong Quek to discuss this investment conundrum, covering;
- The current market conditions,
- The key attributes of the Prime Value Diversified High Income Fund and,
- How the Prime Value Diversified High Income Fund can address investor concerns, as it moves to paying a monthly distribution equivalent to an annual rate of 6.55% after-fees.

Register below to secure your place on Thursday 18th at 12:30pm:

https://us02web.zoom.us/webinar/register/WN_fV9J1N8TTPaUXnCNODkWVw #/registration

16/05/2023

The team at Prime Value took part in the annual Mother’s Day classic which raises awareness for breast cancer and funds for vital research.

02/02/2023

While 2022 was a tough year for global stock markets, 2023 looks to be the year of opportunity thanks to markets rising and many stocks available at discounted prices.

Join Portfolio Manager's ST Wong, Richard Ivers and Mike Younger hosted by Andrew Russell, Investor Relations in our latest webinar to discuss;
- Inflation trends globally and how they are a lead indicator for Australia.
- How stock markets are affected by these trends and why things are looking more positive.
- Where the opportunities lie in our market.
- Prospects for key stocks with examples provided.

Register below to save your seat on Tuesday 7 February at 12.30pm

https://us02web.zoom.us/webinar/register/2316752921821/WN_YcnhX5YeRGmHLEJamZ3_xg

22/12/2022

As we look towards Christmas and a well-earned break over summer, the award-winning Small Caps Team review 2022, a year dominated by a higher inflation and interest rate environment and provide their thoughts on the year to come.

In our latest article, the team share their favourite stocks for 2022, some 'quiet achievers' that may not be on your radar and thoughts on what's ahead for 2023.

What was your favourite stock for 2022? Not our biggest holding, but one that was very satisfying this year was Lindsay Australia (ASX: LAU). We have held it for many years in our microcap fund and added it to our small cap fund early in 2022. We noticed a fundamental shift in the earnings outlook a...

19/12/2022

We are pleased to announce the Prime Value Emerging Opportunities Fund is now available on the AMP North investment menu.

The Emerging Opportunities Fund is the only small cap fund to rank in the top quartile in each of the last three financial years of the Mercer survey (FY20, FY21 and FY22), demonstrating consistency in performance and was recently awarded Small Cap Fund of the year by Zenith Investment Partners, a leading fund research firm.

The fund is currently open to retail investors, and is also available on platforms including Netwealth, uXchange, Mason Stevens, Hub24, and BT Panorama.

For more information or to invest in the fund, contact our team on [email protected] or 03 9098 8088

13/11/2022

Following being recognised by Zenith as Australian Equities – Small Cap Fund Manager of 2022, Mike Younger, Portfolio Manager, shares insights into the importance of stock selection to deliver long term results.

“Protecting capital comes back to stock selection. Picking resilient companies with strong cash flow, recurring revenues and low debt levels drives performance in good times but also insulates somewhat during bad times.”

“To understand how powerful this can be, investors need to ponder the mathematics around market falls. If a stock loses 50% it then needs to gain 100% in performance just to get back to where it was. By contrast, if a stock loses 25%, it needs 33% in performance to get back to square one.”

“These fundamentals in stock selection not only minimise the damage done from falling markets, they result in a higher base from which to enjoy the next upswing.”

Read more here:

Prime Value Asset Management has been named winner of the Australian Equities – Small Cap Award by highly respected ratings and research house, Zenith, as part of the Zenith Fund Awards 2022.

10/11/2022

Join us for an investor update for the Prime Value Asset Management Dairy Trust on Thursday 17th November at 12:30PM.

Hosted by Director, Investor Relations Andrew Russell together with Portfolio Managers James Everist and Elizabeth Blackhurst, Kirsti Keightley, Dairy Investment Manager, and Gavin Beaumont, Senior Operations Manager in Tasmania, we will provide an outlook on the FY22/23 as well as an update on the progress and developments on the farms including;
• Milk prices being set at historical highs for FY22/23;
• The first of three new dairies in Togari has been commissioned;
• Two farms have been purchased transforming existing non-core properties into farms that are now attractive to hold and operate;
• Contracted to acquire a premium 746ha (1,844 acres) farm in the Rocky Cape region of North-West Tasmania. The farm provides an excellent balance to the portfolio and will operate as a dairy, run young stock, and grow feed;
• Extensive development work continues including securing irrigation rights and infrastructure to transform the farms into top tier farms and position them for the future.

To join the conversation, register today: https://us02web.zoom.us/webinar/register/WN_TrIqiE-dRJG-eWV38LklIQ

20/10/2022

Concerned about the volatility in equity markets?

Our upcoming webinar aims to help you understand the causes of volatility and how to take advantage of the current conditions in Australian Small Cap equities.

Hosted by Andrew Russell, Director, Investor Relations, together with Portfolio Manager's Richard Ivers and Mike Younger to cover;

- How markets behave through these volatile periods and during the rebound phase
- Portfolio construction & how our benchmark helps reduce risk with example stocks to illustrate
- What we look for in a profit result
- How our equity funds are positioned for this period
-Interactive Q&A with the equity team to have your questions answered

The Emerging Opportunities Fund is the best performing small cap fund in Australia over 3 years (Mercer, ex-ASX100) and was recently awarded Small Cap Fund of Year (2022) by Zenith.

Register now to save your seat on Friday 28th October at 12.30pm - https://us02web.zoom.us/webinar/register/9316662335005/WN_NSZZl1TjT_atuwfSeHEwwg