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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 27, 2026 | Caledonia Investment | 0.0% | 0.0% | CLDN.L | Asia, diversification, Mid-market, North America, private equity, value creation | Caledonia operates a diversified private equity strategy across North America and Asia, targeting lower mid-market companies in North America ($2-10m EBITDA) and growth opportunities in Asia. The firm emphasizes operational value creation through professionalisation, acquisitions, and margin enhancement. Portfolio includes 45 companies in North America and 385 companies in Asia across various sectors. Strong focus on the North American lower mid-market with ~400,000 addressable companies. The strategy targets founder-owner operated businesses with significant professionalisation opportunities. Portfolio has delivered strong long-term returns of 19.8% annualised over 3 years, though near-term cashflows are subdued. The team emphasizes local American life businesses with domestic focus. Asia strategy capitalizes on the growing middle class with 60% of global population and structural growth trends. The region is becoming a global center of industrial innovation. Portfolio includes exposure to companies serving the expanding Asian middle class, though performance has been challenged by constrained IPO-led exit activity in the short term. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||