Our story

Caledonia traces its history back to the Cayzer family’s shipping business, founded in the late 1800s. Towards the end of the boom in shipping, Caledonia was converted into a broader investment holding company, and later to an investment trust.

The Cayzer family remain supportive shareholders and the family’s long-term investment approach underpins how Caledonia is run today. Today the Cayzer family own 49% of Caledonia. Their enduring backing gives us a time advantage that underpins our ability to deliver a successful long-term investment approach: unlike most others, we are free to think in decades, not quarters. We buy and sell only when the time is right for our shareholders.

The family experience, the family network and the family long-term approach to investing is a key part of the fundamental ethos of how Caledonia is run today. The culture and values of the business derive from the values of the family. This heritage and philosophy provides the stability and the bedrock from which we can continue to build wealth for future generations.

We are committed to building our business for the long-term – and therefore to maintain effective relationships with the people, companies and funds in which we invest.

Our strategy of investing capital carefully for the long term is how we build wealth for generations.