Absolute Return

Clime is an absolute return focused, value investing fund manager.

Absolute return means that we are focused on delivering a return to our clients, by selecting a focused portfolio of between 25 and 35 securities, and holding cash where we believe it appropriate. Our goal is to deliver a return, regardless of the performance of the wider stock market.

Long term stock market returns

Whilst our performance is not directly tied to the performance of the wider stock market, it is an important point to note that, the long term fully invested return from the Australian stock market is about 7% to 8%.

Our goal

A 10% per annum targeted RETURN is above the long term market return. This is what we aim to deliver. It might not be achievable in every year, but over a period of 3 – 5 years, we believe that this is an appropriate target.

The power of compounding

The compounding of returns is powerful and more so on double digit returns;

A 10% return per annum, compounded over 7 years, will very nearly double your money (+95%)

Move to cash

Our investing process gives us the ability to divert to cash when valuations are full. By doing so, and potential avoiding a significant correction, a higher investment return over the long term is expected.

Intrinsic Value

Our application of a value investing approach to investing, using a detailed calculation of Intrinsic value, alerts us to over valuation, either in a specific stock, or in the market as a whole.

Macro Overlay

At Clime we also employ a macro overlay, to determine market risk and to adjust our required returns. This enables us to take a holistic view on the market and sectors and modify our  exposure accordingly.

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 © 2019 Clime Investment Management Limited
CALL 1300 788 568

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