RCS - Caledonia Investmnts - Initiation from QuotedData
16/07/2024 07:00
For best results when printing this announcement, please click on link below: http://newsfile.refinitiv.com/getnewsfile/v1/story?guid=urn:newsml:reuters.com:20240716:nRSP4697Wa&default-theme=true RNS Number : 4697W Caledonia Investments PLC 16 July 2024 Caledonia Investments- Initiation from QuotedData 16(th) July 2024 Time, well invested Caledonia Investments (CLDN) is a self-managed investment trust that, at its heart, is about backing companies, with strong market positions and fundamentals, for the long term. CLDN buys to hold, targeting long-term compounding real returns (after inflation) from its portfolio. Its investment strategy means that it can ignore the gyrations of fickle markets, exploiting secular growth rather than short term cyclical opportunities. CLDN's £3bn of net assets is invested across a focused portfolio of: good-quality public companies; carefully-chosen and (as its history of realisations might suggest) conservatively-valued direct, predominantly UK headquartered mid-market private companies; and private equity funds, investing in North American and Asian private companies. With its culture underpinned by the long-term support of the Cayzer family, CLDN is essentially a listed family office. It invests time in nurturing its team, and in building its relationships and understanding of the companies that it invests in. The interests of the management team and shareholders are wholly aligned. Few listed funds have an explicit objective of growing shareholders' capital and income in real (inflation-adjusted) terms, but CLDN does, and has a long track record of success in this regard, having grown the value of net assets by 160% over the 10 years to end June 2024. Full Research: https://quoteddata.com/research/caledonia-investments-time-well-invested-qd/ (https://quoteddata.com/research/caledonia-investments-time-well-invested-qd/) This research is also available free on our website www.quoteddata.com (http://www.quoteddata.com) where you will also find news, performance data and factsheets on every London listed Investment Company. QuotedData writes and distributes research on a number of quoted companies, facilitates meetings between those companies and existing and potential investors and assists in raising additional capital where required. NB: Marten & Co was paid to produce this note on Caledonia Investments Plc, and it is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the Financial Conduct Authority. Marten & Co is not permitted to provide investment advice to individual investors categorised as Retail Clients under the rules of the Financial Conduct Authority. QUOTEDDATA 50 Gresham Street | London EC2V 7AY Tel: +44 (0) 20 3691 9430 www.quoteddata.com (http://www.quoteddata.com) | research@quoteddata.com (mailto:research@quoteddata.com) | www.martenandco.com (http://www.martenandco.com) This information is provided by Reach, the non-regulatory press release distribution service of RNS, part of the London Stock Exchange. Terms and conditions relating to the use and distribution of this information may apply. For further information, please contact rns@lseg.com (mailto:rns@lseg.com) or visit www.rns.com (http://www.rns.com/) . RNS may use your IP address to confirm compliance with the terms and conditions, to analyse how you engage with the information contained in this communication, and to share such analysis on an anonymised basis with others as part of our commercial services. For further information about how RNS and the London Stock Exchange use the personal data you provide us, please see our Privacy Policy (https://www.lseg.com/privacy-and-cookie-policy) . END NRABSGDRUUBDGSU