Fund Monitors Pty Ltd

www.fundmonitors.com
© Copyright 2024
Printed: 20 April 2024 9:51 PM

News

19 Jul 2021 - Manager Insights | Prime Value Asset Management

By: Australian Fund Monitors


Damen Purcell, COO of Australian Fund Monitors, speaks with Richard Ivers, Portfolio Manager at Prime Value Asset Management.

The Prime Value Emerging Opportunities Fund invests in companies in the diversified emerging companies sector. Since inception in October 2015, it has returned +16.30% p.a. against the ASX200 Accumulation Index's annualised return over the same period of +11.05%. The Fund has demonstrated superior performance in falling and volatile markets, with a Sortino ratio (since inception) of 1.45 vs the Index's 0.89, and a down-capture ratio (since inception) of 46%. Over the most recent 12 months, the Fund has risen +42.01% vs the Index's +27.80%, and has achieved a down-capture ratio of -4.64%.


Funds operated by this manager:

Prime Value Emerging Opportunities Fund

  


Webinar Invitation


Prime Value will be running a webinar on 21 July at 12:30pm AEST. This webinar will be hosted by Phil Morgan, Director Investor Relations & Capital Raising, and presented by their Equities Portfolio Managers, ST Wong and Richard Ivers.

What they will discuss: 

  • Great 12 months for equities - whats next? 
  • An overview of selected holdings in the funds
  • An interactive Q&A discussion with their Equity Portfolio Managers

Please click the link below to RSVP and you will receive an email confirmation with the zoom link to attend the webinar.

Register for the webinar on Wednesday 21 July at 12:30pm


 

Australian Fund Monitors Pty Ltd
A.C.N. 122 226 724
AFSL 324476
Email: [email protected]