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Intelligent Monitoring Group (ASX:IMB), a security monitoring business, has been held by Clime Investment Management and Ellerston Capital through an acquisition-led growth phase. In July 2025, Clime sold its holding to fund new positions, after IMB reported a strong June quarter demonstrating good cash flow. Clime had earlier noted IMB reaffirmed FY25 EBITDA guidance, with early signs of commercial revenue growth and the rollout of its higher-margin Video Guard product. Ellerston reported an 11% share price fall after a disappointing September quarter. Intelligent Monitoring Group operates in the Industrials sector within the Commercial Services and Supplies industry, and Thesis Tracker has captured 12 comments from 2 fund managers, Clime and Ellerston. Founded in 1993 and headquartered in East Perth, IMB provides professional security alarm monitoring, risk management and security solutions to residential and commercial customers across Australia and New Zealand.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Clime Investment Management and Ellerston Capital have invested in Intelligent Monitoring Group Ltd (ASX:IMB).
Clime highlights reaffirmed EBITDA guidance, strong cash flow, commercial revenue growth and the rollout of its higher-margin Video Guard product, along with acquisitions that expand scale.
Ellerston notes a disappointing September quarter result and share price weakness, and Clime observed consolidation as investors digested acquisitions and the related capital raise.
Intelligent Monitoring Group Ltd., headquartered in East Perth, Australia, and founded in 1993, provides professional security, monitoring, and risk management solutions. The company operates through four core business segments: Monitoring, which oversees commercial and residential security and video systems; Installations, providing tailored system setups; Maintenance, ensuring the ongoing functionality of installed systems; and Services, encompassing guarding, patrolling, and security officer training. These integrated services offer comprehensive security coverage for diverse clients.
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.