16^th April 2025

Playing the long game

Caledonia Investments' (CLDN's) recent Private Capital Spotlight provided an opportunity to deep dive into the company's private capital pool investments. In this part of the portfolio, it has a target of up to 10 companies and currently it accounts for 29% of CLDN's NAV. This note explores the private capital pool in more detail.

Over the past decade, this part of CLDN's portfolio has generated an impressive NAV total return of 12.4% per annum, highlighting the value of the company's patient and consistent investment strategy.

Full Research:

https://quoteddata.com/research/caledonia-investments-playing-the-long-game-qd/

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