Caledonia Investments

Q1 2021: Rotation, Rotation, Rotation

After three and a bit years, I've slipped back to being level with the global tracker that I use as…

3 years ago

Caledonia Investments: Keeping It In The Family

Caledonia Investments is one of several 'family-run' investment trusts that have very respectable long-term records but have struggled to keep…

3 years ago

Caledonia Bets Big On Private Equity

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

5 years ago

Key Information I’d Like To See

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

5 years ago

The Caledonia Conundrum: Will That Discount Ever Narrow?

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

6 years ago

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