Tag: Caledonia Investments

Q1 2021: Great Rotation, Photo by Marek Piwnicki on Unsplash

Q1 2021: Rotation, Rotation, Rotation

Posted on 8 April 20218 April 2021 by ITinvestor

After three and a bit years, I’ve slipped back to being level with the global tracker that I use as my main benchmark.

Caledonia Investments, Photo by Vidar Nordli-Mathisen on Unsplash

Caledonia Investments: Keeping It In The Family

Posted on 3 December 202013 March 2021 by ITinvestor

Caledonia Investments is one of several ‘family-run’ investment trusts that have very respectable long-term records but have struggled to keep up with global market indices in recent years.

Caledonia Investments, looking up at a ship's rigging, Photo by Tanner Mardis on Unsplash

Caledonia Bets Big On Private Equity

Posted on 6 August 20196 August 2019 by ITinvestor

Caledonia’s most recent financial year was pretty good, but its discount and costs remain an issue.

Key Information: picture of a single key against a black background, Photo by Matt Artz on Unsplash

Key Information I’d Like To See

Posted on 4 April 201913 September 2021 by ITinvestor

There’s a ton of information that investment trusts could put in the much-maligned Key Information Document. Here’s my wish list.

The Caledonia Conundrum: Will That Discount Ever Narrow?

Posted on 14 September 20182 October 2018 by ITinvestor

Despite decent long-term performance and 51 years of rising dividends, Caledonia Investments continues to trade at discount of nearly 20%.

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