Loading companies…

Clover Corporation Ltd ASX:CLV

0 opened or increased3 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 3 managers in total.

Position history by manager 3 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

2026

30 Jun 2025 to today

Commentary Showing 2 of 6

DateManagerActionSummary

30 Sep 2026DMX Asset ManagementHeldDMX Asset Management continues to hold Clover Corporation (ASX:CLV), which rose 15% in September 2026 on a profit beat and was the only portfolio company to report results that month. DMX notes Clover uses CSIRO-derived patented encapsulation technology to add nutritional oils such as omega-3 to infant milk formula and other foods and beverages. Under long-term CEO Peter Davey, Clover diversified from a single product and market into three nutraceutical ingredients (DHA oils, ARA oils and choline) sold into seniors drinks, pet products, food and health beverages, including GLP-1 recovery drinks. DMX believes Clover is now in its most prospective position, yet it trades on about 12x FY27 earnings, its lowest PE in history against a 10-year median of 30x.

Monthly Report, price recorded $1.05

The source document link is a Pro feature

31 Mar 2026NorthStar Impact FundsHeldNorthStar Impact Funds continues to hold Clover Corporation because March share price strength was driven by a positive market reaction to improving operating conditions and investor expectations of earnings recovery. The fund notes the company indicated stabilisation in order volumes and a more constructive outlook for demand in its core infant nutrition segment, following a prolonged period of weakness tied to Chinese daigou disruption and excess inventory in the supply chain. Clover is an Australian-based developer and supplier of specialty nutritional lipids, primarily focused on infant formula applications, supplying encapsulated omega-3 ingredients including DHA to global manufacturers.

Monthly Report, price recorded $1.00

The source document link is a Pro feature

4 more comments on CLVPro shows every comment, with a link to each source document.

Upgrade to Pro

First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 3 managers first commented on CLV.

View Pro

Articles

31 Mar 2026Clover Corporation's Omega-3 Technology Drives a Profit Fivefold Jump

About Clover Corporation Ltd

Healthcare, Chemicals

Clover Corporation (ASX:CLV), a supplier of nutritional oils for infant formula, has rallied on improving demand. In March 2026, Perpetual reported Clover rose almost 27% in the quarter, making a strong contribution to performance. DMX explained Clover uses patented encapsulation technology to add nutritional oils, such as omega-3, to infant formula, and NorthStar described Clover as a developer of specialty nutritional lipids focused on infant formula applications. Clover Corporation operates in the Materials sector within the Chemicals industry, and Thesis Tracker has captured 5 comments from 3 fund managers, including Perpetual, DMX and NorthStar. Founded in 1988 by Guy Drummond and headquartered in Sydney, Clover manufactures and sells natural oils and encapsulated nutritional ingredients, including DHA and omega-3 powders, to infant formula, medical nutrition and food manufacturers globally, from facilities in Australia and New Zealand, and has been recovering from a period of weaker demand and destocking by formula customers.

Market cap: $172m
Price to earnings: 18.9x
Return on equity: 12.6%
Dividend yield: 2.9%
Price to book: 2.23x
Net margin: 9.6%
52-week range: $0.62 to $1.17

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Clover Corporation Ltd (ASX:CLV)?

Fund managers including Perpetual Asset Management, DMX Asset Management and NorthStar Impact Funds have invested in Clover Corporation Ltd (ASX:CLV).

What opportunities or catalysts do fund managers highlight for Clover Corporation Ltd?

Perpetual, DMX and NorthStar highlight Clover's patented encapsulation technology and specialty lipids for infant formula, with demand recovery driving a strong share price rise.

What are the key risks to the Clover Corporation Ltd investment thesis, according to fund managers?

The available commentary does not detail specific risks, though Clover depends on a concentrated base of infant formula customers and on birth rate trends.

What does Clover Corporation Ltd (ASX:CLV) do?

Clover Corp. Ltd. manufactures and sells natural oils and encapsulated products. Established in 1988 by Guy Hamish Drummond, the company is headquartered in Sydney, Australia. Clover Corp. Ltd. operates across multiple geographical segments, including Australia, New Zealand, Asia, Europe, the Middle East, and America.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

Disclaimer Terms of Use Privacy Complaints Contact

Loading…