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Who we are

Caledonia Investments is a self-managed investment trust listed on the London Stock Exchange. Our experienced team manages assets of circa £2bn across an international, multi-asset portfolio, with a focus on companies that have the potential to generate exceptional long-term shareholder value.

Historically, we have grown the company’s net assets by 10% a year and have a track record of over 50 years of rising dividends – performance that is a direct result of our carefully calibrated, well-balanced structure, which spans quoted stocks, funds and private capital.

As a business, we can trace our history back six generations to the iconic Clan Line Steamers – the world’s largest cargo carrying line, founded by Sir Charles Cayzer in 1878. We still enjoy the backing of the Cayzer family today and some of its descendants remain actively involved in the running of the business. Now, as then, we are guided by strong long-term investment values: we understand before we buy, we buy to hold, and we do not speculate.

About us

Careful stewardship of capital is built into our DNA.

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Meet the team

Our track record is down to the extraordinarily talented team of people who choose to work here.

Meet the board

Our Board brings together a diverse array of skills and experience to give us a uniquely balanced investment perspective.

Values & culture

Our values have always been a distinguishing factor of our business.

Governance & CSR

Caledonia recognises the value of good corporate governance to deliver long-term sustainable success.

Responsible investing

We consider a broad range of environmental, social and governance factors when deciding where to invest.

Investment model

Designed to deliver strong returns over the medium to long term.