Caledonia has a long track record of delivering real returns and progressive annual dividend payments to shareholders.
Our strategic objectives
We measure our performance against four strategic objectives:
What we look for in our investments
We seek out companies that meet our investment criteria:
Attractive

markets
Strong
fundamentals
Well managed
and aligned
Our key enablers of value
Expert team, fully aligned with shareholders
Investment process
Long-term compounding investments
Careful portfolio construction & risk mitigation
Permanent nature of Caledonia's balance sheet
Reputation & network
Our investment process
1. Source opportunities
Opportunities are identified through our business network and our own research, with opportunities initially screened for characteristics which meet our strategic risk/return appetite.
2. Analyse & invest
Extensive and ongoing business and financial due diligence is conducted by the team, often with input from independent advisers, before a final investment decision is made.
3. Collaboration
We build long-term rewarding relationships while continuously monitoring performance and risk.
4. Reinvest or return
Proceeds from realisations are reinvested in new investment opportunities or returned to shareholders through dividends or share buybacks.
