Prime Value Asset Management

Our values in action - At Prime Value, we value the opportunity to get together in the same room with our investors and our recent Emerging Opportunities Fund boardroom lunch was no exception. These events reflect the importance we place on building deep relationships with our investors as we, as co-investors in our funds, take this journey to build wealth together. If you would like to find out more about award winning Emerging Opportunities Fund, contact the client services team on 03 9098 8088 or info@primevalue.com.au    #coinvesting #investorrelationships #fundmanager

“It is always difficult to predict short-term moves, as there are many factors that affect investment sentiments. ‘Mr Market’ is not always rational.” Leanne Pan, Prime Value Asset Management Equity Income Fund Portfolio Manager featured recently in the The Australian Financial Review sharing her views on some stocks to watch within the fund, cautioned investors to watch out for dividend traps and shines the spotlight on a company she thinks might surprise in the near future in relation to special dividends.  Read the full article below to find out more about the ‘interesting’ property stock she believes is in a sweet spot where demand for housing remains high, and the key drivers – population growth, strong enough economic conditions, low vacancies in rentals, and substantial housing shortages – persist. For more information or to invest in the find contact team on info@primevalue.com.au or 03 9098 8088  #equities #fundmanagement #dividends #stockpicks

We are pleased to announce the Prime Value Emerging Opportunities Fund (Class B) is now available on Netwealth - See Wealth Differently (ASX:NWL) and HUB24 Limited. Launched earlier in the year, the Prime Value Emerging Opportunities Fund – Class B, has the Small Industrials Accumulation index as its benchmark, which is considered the most comparable index as the fund does not invest in mining companies. Our independence and flexibility, combined with our approach to investment has translated into superior performance and a track record of protecting and growing the wealth of our investors.   More information about our Prime Value Emerging Opportunities Fund can be found on our website, https://lnkd.in/gdQu2jd2 or contact the team on 03 9098 8088 #smallcaps #fundmanagement #superiorreturns #equities

We are pleased to announce the appointment of Tara McMahon in a newly created role as Marketing Executive.   Recently arriving from the UK, Tara brings with her extensive experience across a broad range of marketing activities which includes time within the financial services industry. Her previous roles have seen her gain experience in event management, development of sales and marketing collateral for sales teams, social media content, in additional to internal company communications. Katriona Mulham, Head of Marketing and Communications believes “Tara’s skillset is perfect to help drive our next phase of growth and is a valuable addition to our growing Sydney office.”

With many Australians seeking the potential for higher returns that small caps can offer, Prime Value Emerging Opportunities Co-Portfolio Managers Richard Ivers and Mike Younger sit down with Paul O. with the Netwealth podcast, to share their advice on navigating this area effectively.    They share their insights on the current market, highlighting specific stocks that offer strong, long-term growth potential.    Richard believes the opportunities in the small cap space are really exciting. “There's always a part of the market or economy that's doing well in almost any condition and so there's these niche opportunities and uncovered opportunities as well. So, finding those diamonds out there that are uncovered is really exciting.”    Tune in for the full podcast here:    To listen on Spotify - https://lnkd.in/gxAHJ3pq To listen on Apple Podcasts - https://lnkd.in/gnBgZh6J    

We are pleased to announce the appointment of former Prime Super CEO, Lachlan Baird as our new Chief Financial Officer.    Lachlan Baird is a highly experienced and respected financial services executive, with his most recent role being that of CEO of Prime Super, an independent profit to members superannuation fund, where he drove the strategic direction of Prime Super to deliver significant growth via two fund mergers and strong investment returns for its members      As a current Director and Board Member for ACRE (Australian Centre for Rural Entrepreneurship), Lachlan is an active supporter of this for-purpose social enterprise whose mission it is to deliver transformational impact to rural communities and foster enterprising and thriving new economies.    Prime Value Asset Management CEO and co-founder, Yak Yong Quek, stated that Mr. Baird’s extensive leadership experience in funds management will be an invaluable addition to the firm, highlighting how his expertise will help strengthen key areas essential to the firm’s future.     “Lachlan brings a strategic approach and a sharp focus on financial precision, which will be vital as we enhance our high-conviction product offerings and will ensure we’re well-positioned for the next phase of growth and success at Prime Value.”    The appointment has also been featured in the following media:    https://lnkd.in/dEFe6DWG   https://lnkd.in/dHViNMWz  https://lnkd.in/d369hChx  https://lnkd.in/d-cuNpbP  https://lnkd.in/d6P6jgjB  https://lnkd.in/dpqkXSxb

RUOK day is more than just a day for us at Prime Value.  Supporting everyone in the organisation's wellbeing is something we care about and are committed to every day of the year. This aligns with our core values and the inclusive culture we have built, centred on humility and a passion for building wealth together and is reflected in the stability and longevity of our team. Having said that, RUOK day provides an occasion to highlight this important issue and encourage the question to be asked at any time and by anyone so that everyone feels safe, supported and encouraged. Pictured here is Natalie Campbell, Prime Dairy HR Manager, who was on the road visiting each of our Tasmanian farms today with delicious treats and to check in on our team members. #ruok #supportmentalhealth #mentalhealthmatters

A big thank you to the Activam Group team for hosting the #2024actConference in Torquay last week. It was a pleasure to reconnect with so many familiar faces at our stand and as a sponsor, to be part of such an engaging event with valuable insights and discussions about future industry trends.      Our very own Mike Younger, Equities co-portfolio manager, featured on the “Beyond the Mundane 7: Opportunities in the Australian Equities Market” panel sharing his insights on the small cap sector, discussing why he believes it is poised for outperformance.      Should you wish to continue the conversation, our distribution team are available and happy to assist, please contact one of our team👇   Julia Desimone: Director- Distribution    Mark Jordan: Head of Distribution      #actConference2024 #SmallCap #AssetAllocation #FundManagement #WealthManagement  

We are pleased to announce the Pullman Cairns International, owned by Prime Value sister company Shakespeare Property Group, has achieved Ecotourism Australia's Sustainable Tourism Certification.      Yak Yong Quek, Prime Value CEO, highlights this latest recognition showcases Prime Value Asset Management’s longstanding commitment to ESG investing, building on our contribution as signatories to the United Nations-supported Principles for Responsible Investment (PRI).      This follows the Novotel Cairns Oasis Resort’s (also owned by Shakespeare Property Group) achievement of this prestigious award earlier in the year.    For more information about the Shakespeare Property Group and our portfolio contact us on info@primevalue.com.au or 03 9098 8088. 

We are pleased to announce Mike Younger, Prime Value Equities Co-Portfolio Manager, will be presenting at the #2024actConference featuring on the panel "𝘽𝙚𝙮𝙤𝙣𝙙 𝙩𝙝𝙚 𝙈𝙪𝙣𝙙𝙖𝙣𝙚 7: 𝙊𝙥𝙥𝙤𝙧𝙩𝙪𝙣𝙞𝙩𝙞𝙚𝙨 𝙞𝙣 𝙩𝙝𝙚 𝘼𝙪𝙨𝙩𝙧𝙖𝙡𝙞𝙖𝙣 𝙀𝙦𝙪𝙞𝙩𝙞𝙚𝙨 𝙈𝙖𝙧𝙠𝙚𝙩." This session will dive into uncovering opportunities beyond the big four banks and three major resource companies in Australian markets.     Mike will share his insights on the small cap sector, discussing why he believes it is poised for outperformance and highlighting the importance of active management to achieve success.     We look forward to seeing you there next week!     #actConference2024 #SmallCap #AssetAllocation #FundManagement #WealthManagement