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Caledonia Investments
Caledonia Investments is an SEC-registered investment adviser in Sydney, registered since 2014. The firm manages $10.2 billion in assets, $9.3 billion on a...
Caledonia Investments
Caledonia Investments is an SEC-registered investment adviser in Sydney, registered since 2014. The firm manages $10.2 billion in assets, $9.3 billion on a discretionary basis. It employs 28 staff, including 9 investment advisers.
General information
Firm type
Investment Trust
Year founded
1928
Location
Region
Europe
Country
United Kingdom
City
London
Corporate office
London, United Kingdom
Principals
Mat Masters
Chief Executive Officer
The Hon. Charles Cayzer
Non-Executive Director
Jamie Cayzer-Colvin
Head of Funds
Sector focus
Frequently asked questions
Who runs investment decisions at Caledonia Investments?
Mat Masters serves as Chief Executive Officer. Jamie Cayzer-Colvin acts as Head of Funds. The Hon. Charles Cayzer sits on the board as Non-Executive Director.
How is Caledonia Investments related to the Cayzer family?
The Cayzer family owns approximately 48.5 percent of the listed trust. Family members occupy board seats and chair related entities including The Cayzer Trust Company.
Does Caledonia Investments maintain philanthropic structures?
The Caledonia Investments Charitable Foundation operates as the primary grant-making vehicle. Jamie Cayzer-Colvin chairs the foundation.
What asset classes does Caledonia Investments hold?
The trust allocates across equities, funds, and direct holdings under a diversified mandate. No further breakdown of allocations is disclosed.
Where does the underlying wealth originate?
The Cayzer family provides the controlling ownership stake. The family also controls Bedford Estates and other commercial assets in London.
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