QuotedData Retail - Caledonia Investments – Public matters

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QuotedData Retail

Caledonia Investments – Public matters

On 24 June Caledonia Investments (CLDN) hosted a public companies spotlight event, where the managers presented in detail on the company’s global portfolio of publicly listed investments. This element of the portfolio has a strategic allocation of between 30% and 40% of net asset value (NAV), currently making up 33%. Around 30 companies are held across two portfolios, with a capital portfolio accounting for 72% of the total and income 28%. The target return is 10% per annum for the capital portfolio and 7% for income.

This note focuses specifically on the public companies strategy, and accompanies our note from April which looked at CLDN’s private capital strategy, following a similar spotlight event. The most recent event reassured us about the high quality of the companies held and the robust investment process that determines their selection.

23/09/2025 EN

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QuotedData Retail

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Caledonia Investments – Public matters

Fidelity Emerging Markets – The long and short of emerging markets

Global Opportunities Trust – Cash pile grows as valuations climb

Lindsell Train Investment Trust – Durability in times of volatility

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