Caledonia Investments : CLDN

Caledonia Investments is a self-managed investment trust. It was acquired by the Cayzer family in 1951 as a holding company for their shipping interests and morphed over the years into the family investment trust – they still own a large percentage of the shares and have a large influence on the fund’s investment policy. Caledonia owns a globally diversified range of quoted and unquoted equities and funds and stresses its long-term approach to managing money with an emphasis on providing development capital for growing businesses.

We have written a note that seeks to explain the workings of the trust:

Time well invested was published on 15 July 2024

The fund’s website can be found here.


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