Investing methodology

A lot of the information that other fund managers take as gospel, such as market sectors, P/E ratios and indexing (where the investment reflects the overall market) is not relevant to Clime. We value companies, follow the ones that we think are ‘good’, and invest in the ones that represent value.

As a value investor we believe that the price of a company does not necessarily reflect it’s “true value”. A company’s value can be derived by looking at it’s profitability (rather than absolute profit), in conjunction with the risk involved in investing in that company. That risk is assessed by considering both internal and external factors that affect the company. Combining these generates an intrinsic value for a company’s stock.

Responsive to market environment
We are aware of prevailing market conditions and adjust the portfolio accordingly.

Absolute return
We seek to deliver strong risk-adjusted total returns (capital growth & income).

Sustainable return on equity
We distinguish between profit and profitability and focus on long-term Return on Equity.

Value based investors seeking out quality businesses
We seek to buy well managed, profitable business, with strong cash flows, low debt and genuine growth at an attractive valuation.

Purposeful Active Investors
We are long-only active investors building purposeful portfolios.

The information provided on this webpage and the rest of clime.com.au is intended for general use only. The information presented does not take into account the investment objectives, financial situation and advisory needs of any particular person nor does the information provided constitute investment advice. Under no circumstances should investments be based solely on the information herein. Please consider our Information Memorandum, Product Disclosure Statement and Financial Services Guide before investing in one of our products. Past performance is no guarantee of future returns.
  • Copyright © 2018 Clime Investment Management Limited
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