Quoted Equity - Income


The Quoted Equity pool is split into two portfolios: Capital and Income. The portfolios contain 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.