Search Home Who we are Our strategy Shareholder centre Invest with us News & media Contact us Our strategy Trends come and go, but our strategy is driven by a resolutely long-term view and by values that endure. We invest in proven, well-managed businesses that combine long term growth characteristics with an ability to deliver increasing levels of income. Our careful selection process, which ensures expected returns are aligned with our risk appetite, is critical to our approach – as is our carefully calibrated structure. We invest via three routes: quoted equity, funds and private capital. Each has a strategic allocation of capital, investment strategy and target return. The result is a well-balanced portfolio of investments, primed to deliver on our three strategic objectives: Deliver FTSE All-Share outperformance over ten years and shorter term returns between RPI+3% and RPI+6% Pay an increasing annual dividend Manage investment risk consistent with long-term wealth generation We do our homework and, where possible, aim to work in partnership with our investments to achieve these results. Our portfolio spans multiple asset classes and geographies, but all of our investment decisions are aligned behind one clear philosophy: to invest for the long term. Our approach is supported by the enduring backing of the Cayzer family, which gives us a critical advantage over institutional capital: time. This gives us the freedom to think in decades, not quarters – and sell only when the time is right for our shareholders. Our investment approach Our freedom to think long-term sets us apart. Watch film Quoted Equity We buy very well run, high quality companies, that we can understand, when they are good value and hold them for the long term. Value: £778m Net assets: 31% Find out more as at 30 September 2021 Private Capital We support growing, cash-generative businesses with strong management teams. Value: £708m Net assets: 28% Find out more as at 30 September 2021 Funds We invest in best-of-breed local managers with exposure across the US and Asia. Value: £751m Net assets: 30% Find out more as at 30 September 2021 Investment model Designed to deliver strong returns over the medium to long term. Find out more Invest with us Choose the best way for you to buy our shares. Find out more Top investments Browse the largest holdings in our portfolio. Find out more News & media Read the latest updates from around Caledonia and the industry. Find out more Results & reports Browse and download from our library of results announcements, annual reports and presentations. Find out more Factsheets Download our monthly factsheets for performance reviews and news. Find out more Home Who we are Our strategy Shareholder centre Invest with us News & media Contact us Privacy & cookies policy Terms & conditions Modern slavery statement Tel: 020 7802 8080 Email: enquiries@caledonia.com © 2021 Caledonia Investments plc. Registered in England and Wales. Company number 00235481 Registered office: Cayzer House, 30 Buckingham Gate, London SW1E 6NN Our use of cookies We use cookies to optimise site functionality and give you the best possible experience. AcceptCookie Preferences