Caledonia is a self-managed investment trust company with net assets of c.£2bn. Our aim is to grow net assets and dividends paid to shareholders over the long term, whilst managing risk to mitigate volatility of returns. We achieve this by investing in well-managed businesses that combine reasonable growth characteristics with an ability to deliver increasing levels of income. Our investments include listed and private companies, as well as funds, across a range of sectors.
$1-5 m
Long-term
Growth
Sale to strategic investor
IPO
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