Logo

Why choose Caledonia?

The company invests in proven, well-managed businesses that combine long-term growth characteristics with an ability to deliver increasing levels of income. We are a self-managed investment trust, and we utilise our resources and relationships to identify opportunities, apply a disciplined investment process and robust risk management to deliver long-term capital growth and dividends for our shareholders.

 

Expert team

Our team has deep knowledge of the companies and sectors in which we invest. Our culture is centred around a collection of values that shape our approach to every aspect of investing: insightful, supportive, responsible, considered and long-term.

Long-term approach

We buy to hold, investing in high- quality companies with strong market positions and fundamentals alongside investments in funds with track records of success

Alignment

As a self-managed vehicle, we invest from the balance sheet, ensuring our interests are wholly aligned with our shareholders.

Investment process

Source opportunities

Opportunities are identified through our business network and our own research. An initial review will identify opportunities with characteristics which meet our strategic risk/return appetite.

Analyse and invest

Extensive and ongoing business and financial due diligence is conducted, often using independent advisers, before a final investment decision is made.

Collaboration

We build long-term rewarding relationships with our investee companies and funds. Investments are subject to continuous performance monitoring and risk reviews.

Reinvest or return

Proceeds from the sales of investee companies and funds are reinvested in new investment opportunities or returned to shareholders through dividends or share buybacks.

News & media

Read the latest updates from around Caledonia and the industry.

Results & reports

Browse and download from our library of results announcements, annual reports and presentations.

Factsheets

Download our monthly factsheets for performance reviews and news.