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

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

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

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

apple microsoft nvidia the power trio in the nz super funds portfolio

Forget the Magnificent Seven – it’s now the Magnificent Six, an analyst says.  At June 30, the NZ Super fund had about $37.9 billion invested in global equities with about $7.3b in the Magnificen

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

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

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

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

analysts raise nzx ltd target price after guidance lift

Forsyth Barr and Jarden analysts have raised their target prices for exchange operator NZX following a 10% guidance lift.  NZX Ltd said Monday it expects full-year 2024 operating earnings before inte

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

infratils portfolio companies now worth 8b

An independent valuation of Infratil’s portfolio companies show they are now worth almost $8 billion, up from $7.4b three months ago. Most of this is due to the ongoing rapid increase in valuation o

Thu, Jan 01 1970

cryptonising your martian portfolio

Mars is the fourth planet from the Sun. It's nicknamed the "red planet" because it is covered in iron (III) oxide (Fe₂O₃).  It's amongst the brightest objects in Earth's sky. In the winter, it’

Thu, Jan 01 1970

2 cheap cars group ltd

2 Cheap Cars Group Limited Ordinary Shares

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

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

marlin ltd warrants

Marlin Global Limited 20/05/2022 $1.28 Warrants

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

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

dnz revalues portfolio by 107 million

By Suze Metherell Oct. 24 (BusinessDesk) - DNZ Property Fund, the listed property investor, boosted its portfolio value by $10.7 million in the first half and has leased over three quarters of its new

Thu, Jan 01 1970
*All returns are per annum, after fees and before taxes. Data updated at 1:07pm 21 November 2024 (NZT)
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