Clearwater Portfolio Management Pty Ltd

Clearwater Portfolio Management (CPM) is a boutique investment company based in Byron Bay. CPM created investment portfolios as a direct response to the Global Financial Crisis. CPM’s investment approach in our Diversified Portfolio is about limiting losses. CEO, Gary Lucas applied this approach in 2012.

Key Managers
Ownership
PAC Capital

KiwiSaver funds


NZ Super funds


Our Coverage

stride lifts annual earnings 16 on expanded portfolio looks to carve out management unit

By Paul McBeth May 30 (BusinessDesk) - Stride Property said full-year earnings rose 16 percent as an expanding portfolio boosted rental income, and announced plans to spin out its real estate invest

Thu, Jan 01 1970

transport investments ltd to list via bethunes backdoor

By Paul McBeth Oct. 27 (BusinessDesk) - New Plymouth-based freight and logistics group Transport Investments Ltd plans to join the NZX through a backdoor listing via Bethunes Investment in a deal valu

Thu, Jan 01 1970

kiwi property portfolio value rises 92m

Kiwi Property Group said its portfolio's value has been upgraded by $9.2 million to $3.2 billion at Sept. 30, which follows a $290 million downgrade announced in May. "The uncertainty caused by covid-

Thu, Jan 01 1970

pfi says strong portfolio activity drives higher revenue

By Rebecca Howard Aug. 8 (BusinessDesk) - Property For Industry lifted its dividend as strong portfolio activity drove higher revenue. Net profit jumped but largely due to a one-off in the prior perio

Thu, Jan 01 1970

tight vital healthcare pricing reflects portfolio quality

The pricing of Vital Healthcare Property Trust's $200 million capital raising speaks volumes about the quality of its $3.2 billion portfolio. The latest indication is the 9-cent premium achieved in au

Thu, Jan 01 1970

the missing silver lake link and all blacks ltd

New Zealand Rugby is poised for its biggest structural change in 25 years of professionalism with the bulk of its income and expenses carved out into a subsidiary if the controversial Silver Lake deal

Thu, Jan 01 1970

vital healthcare portfolio value rises 59

By Margreet Dietz July 10 (BusinessDesk) - Vital Healthcare Property Trust said the value of its portfolio increased by 5.9 percent, or $102.4 million, for the year ended June 30, reflecting two recen

Thu, Jan 01 1970

kiwi property portfolio value drops 6

Kiwi Property says it's seen an “expected” 5.8% decrease in the fair value of its property portfolio in the past six months due to high inflation and uncertain interest rates. The property company

Thu, Jan 01 1970

acc to decarbonise investment portfolio

The Accident Compensation Corporation has announced a target to halve the carbon intensity of its $46 billion investment portfolio by 2030. ACC chair Paula Rebstock said the targets acknowledge the c

Thu, Jan 01 1970

precinct sells buildings into singapore backed portfolio

Precinct Properties will inject five of its inner-city properties, valued at about $590 million, to seed a new strategic investment portfolio with the Singaporean sovereign wealth fund (GIC). The part

Thu, Jan 01 1970

why milford asset management still engages with aussie coal producers

Milford Asset Management invests in fossil fuels and gaming companies but says even coal producers can benefit from investor engagement. For some companies, it’s one of the first times an investor h

Thu, Jan 01 1970

cbls harris accepts management ban

CBL Corporation's managing director, Peter Harris, says he will not take on any management or director positions at any public company or licensed insurer in New Zealand after admitting to breaching s

Thu, Jan 01 1970

kkr to buy perpetuals corporate trust wealth management units for 23b

By Alice Uribe  SYDNEY— Perpetual has agreed to sell its corporate trust and wealth management businesses to buyout firm KKR in a deal worth around A$2.18 billion (NZ$2.3b). The Australian financia

Thu, Jan 01 1970

greenfern industries ltd

Greenfern Industries Limited Ordinary Shares Company Details Registered Office: 127 Normanby Road, Normanby 4671 Postal Address: 127 Normanby Road, Normanby 4671 Telephone: +64-27-420-2476 Facsimile

Thu, Jan 01 1970

sharesies buys investor management platform orchestra

Online sharetrading platform Sharesies has acquired Orchestra, an Auckland start-up providing private companies with investor solutions. Orchestra launched in 2020 after crowdfunding platform Snowball

Thu, Jan 01 1970

sharesies buys investor management platform orchestra

Online sharetrading platform Sharesies has acquired Orchestra, an Auckland start-up providing private companies with investor solutions. Orchestra launched in 2020 after crowdfunding platform Snowball

Thu, Jan 01 1970

infratil portfolio still undervalued

Chief executive Marko Bogoievski thinks the market still undervalues Infratil’s portfolio, despite getting a boost from AustralianSuper’s takeover bid. The infrastructure investment company’s sh

Thu, Jan 01 1970

four steps to take when spring cleaning your portfolio

By Lawrence Strauss It should be a common ritual: the annual portfolio cleaning. Investors can spruce up their portfolio any time of year, and should review it around November or December at a minimum

Thu, Jan 01 1970

2 cheap cars group ltd

2 Cheap Cars Group Limited Ordinary Shares

Thu, Jan 01 1970

govt reshuffle lee demoted simmonds loses portfolio

Melissa Lee has been stripped of her media and communications portfolio and dropped from the cabinet, prime minister Christopher Luxon announced today. He has given Paul Goldsmith the portfolio after.

Thu, Jan 01 1970

manawa energy ltd ords

Manawa Energy Limited Ordinary Shares Company Details Registered Office: 108 Durham Street, Tauranga 3110 Postal Address: 108 Durham Street, Tauranga 3110 Telephone: +64-27-582-6600 Facsimile: n/a Web

Thu, Jan 01 1970

halo food co ltd

Thu, Jan 01 1970

investment adviser saturn portfolio management loses battle with i select over conspiracy allegations

By Sophie Boot Sept. 27 (BusinessDesk) - Investment advisory firm Saturn Portfolio Management has lost a court battle with pension provider i-Select after a judge rejected its allegations of a conspi

Thu, Jan 01 1970

marlin ltd warrants

Marlin Global Limited 20/05/2022 $1.28 Warrants

Thu, Jan 01 1970

infratil flush with investment options after portfolio overhaul

By Paul McBeth May 19 (BusinessDesk) - Listed infrastructure investor Infratil is option rich in ways to spend its money after overhauling its portfolio and says US renewable energy projects show a

Thu, Jan 01 1970
*All returns are per annum, after fees and before taxes. Data updated at 1:07pm 09 May 2024 (NZT)
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