Clime Asset Management applies a consistent value-based approach to identify the most attractive investment opportunities within our universe of stocks.
We are objective based investors and seek to deliver strong risk-adjusted total returns.
Clime’s investment objectives are aligned with our client’s investment objectives and are centred on helping everyday Australians achieve security in their retirement.
At Clime our investment goals are to;
– Grow your retirement savings,
– Guard your retirement savings along the way, and
– Generate meaningful retirement income
We don’t focus on;
– Peer group surveys,
– Traditional benchmarks,
– Short-term returns, or
– Tracking error
Because none of these things will help you achieve security in your retirement.
Clime’s investment approach
– Focusses on best ideas and selective opportunities
– Forgets traditional benchmarks and peer group surveys, and
– Manages total risk
We seek to deliver a smooth profile of returns over a five to seven year investment horizon and are cognisant of the old adage that “the best way to make money, is to not lose it in the first place”.
Responsive to market environment
We are aware of prevailing market conditions and adjust the portfolio accordingly.
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.