Investing Methodology

Clime is a value-based fund manager that specialises in absolute-return objective-based investing.

Through rigorous fundamental analysis, Clime seeks to invest in a range of high-quality  Australian equities (listed and unlisted) and cash. All holdings are subjected to our disciplined qualitative and quantitative team-based selection process. Portfolio returns are expected to be incrementally enhanced via franking credits on dividends.

The Fund will invest in securities that are outside of the S&P/ASX200 Index and have a market capitalisation greater than $50m AUD at the time of entering a position.

Clime seeks to identify high-quality securities issued by businesses, which contain most, if not all, of the following characteristics:

  • A competitive advantage or leadership within a specific niche;
  • A strong balance sheet and/or strong history of cash flow generation enabling the business to service debt and pay distributions comfortably;
  • A high cash return on equity;
  • Relatively low capital requirements allowing a business to generate cash while growing;
  • Highly capable management team aligned with creating shareholder value;
  • Genuine growth in an investing environment where reasonably priced growth is scarce; and
  • Can be purchased at appropriate prices
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.
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