Quoted

Introduction

The Quoted pool contains significant holdings in well managed companies, held for the long term. These investments typically offer substance, brand, intellectual property and strong market position.

We target opportunities that have a good record of return on capital employed and a strong asset base.

In common with the wider Caledonia philosophy, we look to back good management teams who run their companies along prudent financial lines but with ambition for good returns.

 

ag-barr.pngAG BarrSoft drinks
First invested
1977
Equity held
7.0%
Residual cost
£1.0m
Value
£47.4m
Pool
10.1%
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Flowserve.pngFlowserveIndustrial engineering
First invested
2015
Equity held
0.7%
Residual cost
£35.0m
Value
£37.6m
Pool
8.0%
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Microsoft logo.pngMicrosoftInfrastructure technology
First invested
2014
Equity held
<0.1%
Residual cost
£17.8m
Value
£35.4m
Pool
7.6%
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Figures as at 31 March 2017.