All Articles tagged with 'Richard Ivers'

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Look beyond indices for small cap opportunities in high inflation, higher rates climate

From Prime Value Asset Management

The case for looking beyond the small cap indices for investment opportunities has strengthened following the return of inflation and interest rate rises, according to a small and micro-cap companies

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23 Apr 2026

Small cap rebound ‘justified’ but investors need to be choosy: Prime Value Emerging Opportunities Fund reaches 10-year milestone

From Prime Value Asset Management

Small cap stocks are finally enjoying a ‘justified’ turnaround, but investors need to be choosy as some sectors of the market run hot while others still look undervalued, according to

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29 Oct 2025

Small cap stocks have ground to make up as momentum builds

From Prime Value Asset Management

A shift to small cap companies might be underway yet these companies are still trading at a substantial discount to larger companies, suggesting potential upside for investors, according to Prime

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26 Sep 2025

Prime Value opens Microcap Fund to retail investors

From Prime Value Asset Management

Prime Value Asset Management is opening its Prime Value Microcap Fund to retail investors who wish to capitalise on the strong alpha producing potential of smaller companies on the ASX.

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08 Jul 2025

Market ‘in flux’ opening opportunities for active small cap managers

From Prime Value Asset Management

Active managers are well placed to take advantage of a volatile small cap investing environment, where markets are in a state of flux due to uncertainty about everything from tariffs

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31 Mar 2025

Superior earnings growth to drive small cap stocks: White Paper

From Prime Value Asset Management

Superior earnings growth forecasts for small cap stocks relative to larger companies is set to drive a rebound in the smaller end of the market, but active management is key

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21 Nov 2024

‘Tough’ reporting season could see small cap surprises as quality shines through

From Prime Value Asset Management

Quality smaller companies could potentially be the beneficiaries from the toughest reporting environment in a few years, according to Richard Ivers, Portfolio Manager for the small cap Prime Value Emerging

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05 Aug 2024

Zenith upgrades Prime Value small cap fund to Highly Recommended

From Prime Value Asset Management

The Prime Value Emerging Opportunities Fund Class A, and newly created Class B, have been upgraded to a Highly Recommended rating by research house Zenith Investment Partners. The Prime Value

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07 Mar 2024

‘Lagging’ small cap sector primed for active management

From Prime Value Asset Management

Small caps continue to lag other sectors of the equities market, creating the ideal conditions to add value, according to Richard Ivers, Portfolio Manager at Prime Value Asset Management, which

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13 Jul 2023

Zenith names Prime Value Emerging Opportunities Fund best small cap manager as consistency pays off

From Prime Value Asset Management

Outperforming consistently over the long-term including tough market conditions has been key to the Prime Value Emerging Opportunities Fund being awarded Best Small Cap Manager at the Zenith Fund Awards

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25 Oct 2022

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]