All content for Quality At Value - Value Investing In Shares is the property of Tony Kynaston & Cameron Reilly and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Each week we teach the basic principles of value investing, the only real way to have long-term success in share investing.
QAV AU 833 — Clime: A Masterclass with John Abernethy
Quality At Value - Value Investing In Shares
39 minutes 46 seconds
4 months ago
QAV AU 833 — Clime: A Masterclass with John Abernethy
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.
Quality At Value - Value Investing In Shares
Each week we teach the basic principles of value investing, the only real way to have long-term success in share investing.
