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QAV AU 833 — Clime: A Masterclass with John Abernethy

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Manage episode 501128843 series 3265303
Content provided by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode, Tony and Cameron sit down with John Abernethy, veteran investor and founder of Clime Investment Management, for an in-depth conversation about value investing, funds management, and the evolution of Australia’s financial industry. John shares stories from his early days at NRMA in the 1980s, the influence of Warren Buffett’s philosophy, and the creative use of convertible notes to bridge value gaps. He explains how Clime evolved into a $1.6 billion multi-asset manager, why self-funding companies like Nick Scali are rare gems, and the challenges of today’s funds management environment. The discussion also covers the rise of managed investment accounts, the importance of dividends, macroeconomic forces, and Clime’s current offerings on the ASX.
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2 episodes

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Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on August 19, 2025 08:09 (11d ago)

What now? This series will be checked again in the next hour. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 501128843 series 3265303
Content provided by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode, Tony and Cameron sit down with John Abernethy, veteran investor and founder of Clime Investment Management, for an in-depth conversation about value investing, funds management, and the evolution of Australia’s financial industry. John shares stories from his early days at NRMA in the 1980s, the influence of Warren Buffett’s philosophy, and the creative use of convertible notes to bridge value gaps. He explains how Clime evolved into a $1.6 billion multi-asset manager, why self-funding companies like Nick Scali are rare gems, and the challenges of today’s funds management environment. The discussion also covers the rise of managed investment accounts, the importance of dividends, macroeconomic forces, and Clime’s current offerings on the ASX.
  continue reading

2 episodes

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