A healthy and vibrant culture, built around a set of aligned values is fundamental to the ongoing success of our business. With an investment approach grounded in Time Well Invested.
We are investors, not traders, driven by fundamentals, not trends. We think in decades, not quarters and invest time to make confident, well-balanced compounding investments and build rewarding partnerships.
Time well invested brought together colleagues and stakeholders from across Caledonia.
Through conversation and collaboration we uncovered shared values and a long-term mindset that underpins our culture and investment philosophy. The result is our manifesto that celebrates the power of time and how we invest it – in our people, our partnerships and our future.
A message
from our Chair
Our culture is rooted in values that guide every aspect of our business. We invest in time – taking the care to be insightful in our decisions, supportive in our relationships, responsible in our actions, considered in our strategies and committed to our long-term vision.
David Stewart Chair
OurValues
Our values are the foundation of who we are. They guide our actions, shape the way we operate and inspire us to build meaningful relationships; both internally and with our external stakeholders.
Insightful & supportive
Through our extensive network of contacts, we identify and select companies and funds with strong fundamentals and great potential. We maintain effective and constructive relationships with the people, companies and funds in which we invest.
Flexible & responsible
We invest from our balance sheet which allows us to be flexible. Our disciplined investment process, with ESG factors embedded aligns with our risk appetite. We are fully aligned with shareholders’ interests.
Considered & long-term
Our independence and reputation enables us to take the long term view, which is key to our goal of building generational wealth and delivering a steady and rising income for our shareholders.
Building lasting relationships
Making time to engage with our stakeholders is a priority for our board. They are the people we’re here to serve and create sustainable long-term value for.
Dedicating time to our
- shareholders
- people
- portfolio companies
- private equity funds
- communities
- suppliers