Investing methodology

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”.

Investment Philosophy

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 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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