Funds Management, Asset Advice and
Investment Education

Clime High Yield Underdogs Fund What could be more transparent than a managed fund that simply holds an equally weighted portfolio of the ten highest-yielding established companies selected from the ASX S&P 100 and zero management fees to boot! More...

As a boutique investment manager, Clime offers funds management, asset advice and investment education to families, individuals, charities and corporations who share our values and understand our investment philosophy and stock valuation method. Our goal is to generate superior investment returns over the long term while maintaining a highly confidential, professional and personal service.

At Clime, our investment philosophy ensures we focus on identifying businesses with capable and shareholder-orientated management, understandable and enduring economics, and excellent growth and income potential. We seek to purchase such businesses only at reasonable prices.

As an acquirer of stakes in businesses rather than a trader of shares, investors in our Discrete Share Portfolio Service or individually managed account service, our Clime Value Growth Fund unit trust and our listed investment company are rewarded with a unique and successful approach to long-term value investing that seeks to provide superior risk adjusted returns.

A Clime portfolio will generally hold meaningful positions in just a handful of companies. This approach means that a Clime portfolio will look very different to those of institutional investors such as large superannuation funds.

While our structure is a corporate one, we prefer to think of you as our partner and foster relationships with fewer clients who understand our methods and share our values. If you have a genuine long-term investment horizon and recognise the value of transparency in fees, independence and integrity, an investment relationship with Clime may offer the perfect fit.

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