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We invest directly, either on a majority or minority basis, in a small number of private companies predominantly in the UK mid-market. The team work very closely with portfolio companies providing operational and strategic support alongside long-term capital in order to drive value.
The qualities we focus on are:
- Well established businesses with strong market positions
- Experienced management teams
- Profitable and cash generative
- Prudent capital structures
14% p.a. total return target
We target a total return target of 14% p.a. with a 2.5% yield on cost, by investing in businesses with robust operating margins, led by strong management teams targeting meaningful growth.
“We take a long-term approach working closely with our portfolio companies to deliver enduring capital and support. This, along with our buy-to-own, rather than buy-to-sell philosophy, differentiates us from other private equity managers. We seek to invest in high quality, well established, UK centric businesses with a mid-market focus."
Tom Leader
Head of Caledonia Private Capital
Meet the Private Capital teamPerformance Data
Over 1 Yr
Over 3 Yrs
Over 5 Yrs
Over 10 Yrs
Annualised Return
3.1%
15.1%
12.8%
13.1%
Significant pool investments
Name
First Invested
Value (£m)
Other investments
109.4
Total
848.1