Caledonia Investments plc | Company Profile - Revenue, Headcount, Tech Stack, Contacts
Caledonia Investments plc is a self-managed investment trust company listed on the FTSE 250.
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Caledonia Investments plc is a self-managed investment trust company listed on the FTSE 250. Founded in 1928, it focuses on the long-term stewardship of shareholders' capital, aiming to grow capital and income ahead of inflation. The company manages a diversified global portfolio that includes public companies, private capital, and funds, with net assets of £3.0 billion as of September 2025.
Its investment strategy is structured around three pools of capital: public companies, private capital, and funds. The public companies pool targets high-quality firms with strong growth potential, while the private capital pool invests in UK mid-market businesses. The funds pool emphasizes investments in leading private equity managers, particularly in North America and Asia. With a strong track record of delivering consistent real returns and 58 years of consecutive dividend growth, it prioritizes long-term partnerships and stakeholder engagement.
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