Clime’s success has been built on a value investing methodology. When other fund managers were chasing leveraged positions before the GFC, Clime moved towards cash, because stock valuations didn’t stack-up. After the GFC, when others reduced equity investments, Clime had the conviction to make investments in ‘under-valued’ stocks. This sober, analytical approach – driven by fundamental analysis of good quality companies – is the same one used by the world’s most successful investor – Warren Buffett.
At the core of this success has been a stable and focused group of analysts. Their job has been assisted by the strength of the StocksInValue tool, which they themselves manage and use to make investment decisions within their team. As such, a subscription to StocksInValue provides you with the access to the valuations and analysis of one of Australia’s best performing funds team. Subscribers to our Professional service, gain further access to their thinking, with more detailed reporting and long-term future forecasts of value.
“Our funds management team uses StocksInValue to derive clear, consistent and prudent valuation of stocks we invest in. This tool is the back-bone of our investment process; it uses an approach to value investing that I’ve adopted successfully for over 30 years”
John Abernethy, Chief Investment Officer at Clime
StocksInValue continues to co-locate its business with Clime Asset Management, so our client advisers and internal analysts maintain close access to the funds management team and the many insights they gain from research, management meetings and various institutional grade analytical tools.
For investors who don’t have the time or experience for making direct investment decisions, Clime offers a range of investment options. These include individually managed accounts, a high performing Australian equities fund, and a recently launched international equity fund. Clime also offers an SMSF administration service. You can find out more about these products on the Clime website, and of course, can get a taste of Clime’s approach by trialling StocksInValue. During your trial, our client advisers can give you further detail on various investment options offered by Clime.