About us

Caledonia is a self-managed investment trust with net assets of c.£2bn, premium listed on the London Stock Exchange.

Acquired by the Cayzer family in 1951 as a holding company for their various shipping interests, Caledonia came into its own as an investment company in 1987. It still enjoys the backing of the Cayzer family, who collectively own some 48.5% of the share capital and from whom it derives its unique long term investment horizon.

Caledonia’s investment proposition:

We take significant holdings in a range of assets:

  • Listed equities
  • Private companies
  • Funds

We manage the investments in distinct pools that reflect our skills and portfolio:

  • Quoted Equity: Capital
  • Quoted Equity: Income
  • Private Capital (rebranded from Unquoted pool 1 October 2019)
  • Funds

We take a long term investment approach - often over ten years.

We have a predominantly "value" style of investing providing development capital for growing companies at sensible prices.

We have a global outlook with a spread of currencies and economic exposure.

We aim to be a core investment for those seeking capital growth coupled with an increasing income stream over the long term.

Caledonia has paid an increased annual dividend every year for 53 years.

Our investment approach is underpinned by our extensive network from which we derive proprietary deal flow at prices that reflect good value for our shareholders. We approach investments with a co-operative and long term mindset.