Investor Presentaiton
We Are A Long-Term Investor
With the aim of generating consistent returns for our shareholders
We invest in high
quality companies that
have the potential to
generate exceptional
long-term value
CALEDONIA
INVESTMENTS
We buy to hold, investing in high quality companies with strong market
positions and fundamentals, alongside investments in private equity
funds with track records of success
We build rewarding relationships and a deep understanding of our
investments
Half-year results 2023
Our robust and disciplined investment process aligns with our risk
appetite, with ESG factors embedded
As a self-managed vehicle, we invest from the balance sheet ensuring our
interests are wholly aligned with our shareholders
This has delivered NAVTR that has outperformed FTSE All-Share TR by
>5% p.a. over the last 10 years, resulting in cumulative outperformance
of 112%
3View entire presentation