Cam | Clime

Peace in our time - 14/12/11

“The vision of Neville Chamberlain in 1938 gives us an opportunity to reflect on the current state of the Australian share market. In particular it is instructive to compare its current malaise with the fairly buoyant market that existed between … Continue reading →

Buffett and IBM - 24/11/11

It certainly was a surprise to be confronted with a morning headline containing the words “Buffett, Buy and IBM” all in the same sentence. During the first three quarters of 2011 Berkshire Hathaway acquired 64 million shares in IBM, equating … Continue reading →

Employee Trading Policy - 11/11/11

Part A – Application The Employee Trading Policy has been established to govern the trading in shares and securities by its Directors, management and employees. In this policy: “Securities” includes shares as well as financial products issued or created over … Continue reading →

Frequently Asked Questions - 09/11/11

Q. Who is Clime? Clime Investment Management Ltd is a publicly listed company (ASX:CIW) with two main trading divisions: Clime Asset Management Pty Limited (CAMPL), which is our funds management business, and Clime Investors Education Pty Limited (trading as MyClime), … Continue reading →

Transpacific Industries Group Limited – A long road to ruin - 09/09/11

I once spoke with an investor who had a very simple philosophy when it came to managing money – ‘avoid the clangers’ (the mistakes). He spoke of his belief that if one was to avoid the disasters, preserving capital and … Continue reading →

Clear eyes see through difficult times - 07/09/11

The following interview with John Abernethy featured in the The Australian, Wealth on Wednesday 7 September 2011. – – – – – – – – – – – – – Clime Investment Management’s John Abernethy. Picture: Jeremy Piper Source: The Australian … Continue reading →

The Big Short 2 - 10/08/11

“From a value investing perspective, the sharp falls are opportunities to invest at very attractive prices. The major banks offer excellent examples. Interim results show continued strength, yet at a point on Tuesday, CBA was trading at $43.50, offering investors … Continue reading →

Carbon Tax – Everything you wanted to know, but were afraid to ask - 13/07/11

The announcement clears up a considerable amount of uncertainty that has bedevilled markets for the last 6 months. Of course, some uncertainty about transition arrangements remains, and in all probability considerable horse-trading about the fine print lies ahead. But at … Continue reading →

A Greek tragedy in the making - 25/05/11

“The next six months are likely to include many challenging moments for investors. Debt worries across Europe and the US are justified. However, the outlook for continued growth in China and thus our robust trading activities seem secure.” Last week … Continue reading →

Australian Financial Review: The Next Big Thing - 29/04/11

The following interview featured in the Financial Review, Smart Investor, May 2011 For super-charged returns, smaller companies are usually the go, but right now could also be a great time to buy the country’s largest telco, Clime’s CIO, John Abernethy … Continue reading →