Prime Value Asset Management appoints Head of Distribution based in Sydney
Mark Jordan
Boutique multi-award-winning investment house, Prime Value Asset Management, has appointed Mark Jordan as its new Head of Distribution. Mark is based in Sydney and will focus on continuing to build strong relationships with the intermediary market, covering the Prime Value suite of proven investment solutions across various asset classes.
Mark’s primary focus will be the firm’s Australian equity small cap capability. The Prime Value Emerging Opportunities Fund was recently upgraded to Highly Recommended by Zenith and has outperformed both the Small Industrials and Small Ordinaries Index for each of the last six years.
With a distinguished 24-year career in funds management, Mark brings a proven track record of success to Prime Value. Mark joins from Magellan Asset Management where he was most recently Head of Retail with oversight of the retail distribution team and implementation of strategy. Over the past nine years he made a significant contribution to Magellan’s success in the retail market. Mark has also held senior roles at both Fidelity International and Perpetual, where he was instrumental in shaping the growth and success of their distribution teams to deliver sales excellence and achieve exceptional results.
On joining Prime Value, Mark said that Prime Value brings a rare combination of quality and stewardship across diversified investments. “Prime Value is building momentum from its ability to create best-of-breed funds in asset classes and strategies where it can make a difference for investors.
“Prime Value has an impressive equities team, with its small cap Prime Value Emerging Opportunities Fund showing consistent outperformance across varied market conditions. It was great to see the fund recently upgraded to Highly Recommended by Zenith.
“The combination of targeting quality investments with stewardship and care is what a successful Australian-owned boutique is all about”, Mr Jordan said.
Prime Value Asset Management CEO and co-founder, Yak Yong Quek, welcomes Mark and is excited about Mark’s track record of connection and success in offering Prime Value’s diversified investment solutions to the intermediary market and investors. “Mr Jordan, with his deep understanding of investment products and breadth of relationships in the intermediary space, will bring a wealth of knowledge and experience to the role.
“He will work closely with our Director of Distribution, Julia Desimone, in growing our presence among the private wealth groups, financial planners and dealer groups.”
Prime Value funds are available via platforms including Netwealth, uXchange, Mason Stevens, Hub24 and BT Panorama, Praemium and AMP North.
Prime Value Asset Management is part of an investment group including Shakespeare Property Group, which now manages over $3 billion in equities, income securities, direct property and alternative assets in Australia.
