Letter to Investors

Dear Investor,

Hopefully we will soon meet to discuss Clime Asset Management’s Discrete Share Portfolio Service.

For now I hope that our website, brochures and research notes clearly explain the benefits of Clime managing your Australian share portfolio.

Clime is unique. In every aspect of our business and relationships we tackle the challenges that face us as portfolio managers a little differently. Even though such an attitude is uncommon, we consider our clients as partners and treat them as such. We enjoy the fact that we know the people we are working for individually and we are encouraged that they share our values and investment philosophy.

We are independent and 100% locally owned. Our Discrete Share Portfolio Service is transparent because your funds are managed separately to other clients. Whilst we manage your account, you open the account directly and retain complete control throughout our investment relationship. Unlike other managers, we are clear about our fees and do not hide expense recovery clauses in our documents. We hope you are as excited about our low cost, fee for performance, focused investing Discrete Share Portfolio Service, as we are proud to present it to you.

At Clime we prefer fewer ‘clients’ with very long term investment horizons who let us go about the business of investing without the constant worry and expense of switching, timing and chasing the latest investment fad. By carefully selecting the clients we work for, we can keep our overheads down, which in turn reduces the fees for everyone.

Our structure is uncommon and so is our investment style. More information about our investment philosophy is contained in my research notes, which are available for download from this website.

Please explore our website and discover more about Clime’s unique investment philosophy and investment services. If you would like to discuss a relationship with Clime further, please call 1300 788 568 or click here.

Kind regards,

Roger Montgomery

Managing Director and Founder, Clime Asset Management
Chairman, Clime Capital Limited (ASX:CAM)

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