PRESS RELEASE (2.11.09) FOR IMMEDIATE RELEASE
Clime Value Fund up 29.3%!
The ASX All Ords Acc. Index could only achieve a 8.3% gain for the year ending
September 30th
. By contrast, the Clime Value Growth Fund achieved a 29.3% gain over
the same 12 month period. That is, this particular fund outperformed the Index by a
whopping 21%.
For most DIY super fund investors, or even those who have money invested in a non
performing mutual fund, an annual 29% gain for their investment sounds unbelievable.
But Clime achieved this gain by following a proven investment system based on the idea
of “value investing.”
Value investing requires the identification of shares that are available on the market at
discount prices to their inherent value. Clime values companies based on the company’s
ability to generate and sustain a high return on their shareholders’ capital. This is the
litmus test a company must pass to be included in the Clime Value Growth Fund. The
fund manager’s unique investment process has delivered a 29.3% gain for the 12 months
to September and 7.2% pa return over 3 years. It is based on a similar share selection
system to that used by Warren Buffet, the world’s most successful investor.
John Abernethy, a 25 year veteran of funds management, leads the Clime investment
team. Commenting on the 29% gain in the Clime Value Growth Fund, he said:
“producing a superior result for our clients is never easy, particularly in a highly volatile
market, but our unique investment philosophy and our highly disciplined methodology
has certainly come up trumps in the last 12 months.”
Clime Asset Management, founded in 1996, has approximately $200 million under
management.
For further details, please contact:
John Abernethy
Chief Investment Officer
Phone (02) 8917 2107
john@clime.com.au
NEWS 
