Caledonia Investments plc | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Company Directory for Caledonia Investments plc

Caledonia Investments plc

Overview

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.

Basic Information

Industry investment management
Founded 1951
Revenue 139.3M
Headquarters 30 Buckingham Gate, London, England, SW1E 6NN, United Kingdom

Contact Details

Key Focus Areas & Initiatives

  • investment strategy
  • financial services
  • long-term stewardship
  • investment trust
  • global reach
  • investment governance
  • financial reporting
  • asset management
  • diversified portfolio
  • long-term growth
  • funds
  • long-term wealth
  • shareholder returns
  • dividend growth
  • long-term returns
  • investment portfolio
  • investment in high-quality companies
  • private equity success stories
  • portfolio management
  • private market investments
  • fund management
  • family-owned investment trust
  • long-term compounding
  • securities and commodity contracts intermediation and brokerage
  • private equity
  • public markets
  • public company investments
  • risk management
  • investment discipline
  • global investment reach
  • heritage investment approach
  • risk assessment
  • public companies
  • sustainable investing
  • long-term investment
  • esg integration
  • capital markets
  • private equity funds
  • esg factors
  • value investing
  • investment philosophy
  • public-private investment mix
  • capital allocation
  • investment management
  • b2b
  • finance

Technologies Used

  • Amazon AWS
  • Bootstrap Framework
  • Google Font API
  • Google Maps
  • Google Maps (Non Paid Users)
  • Google Tag Manager
  • Highcharts JS Library
  • Microsoft Office 365
  • Mimecast
  • Mobile Friendly
  • Slack
  • Vimeo
  • WordPress.org

Affiliated Organizations & Regional Branches

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