Caledonia Revenue and Competitors

Caledonia is an independent global investment manager, managing private and institutional assets within a single long short equity strategy. Caledonia has offices in Sydney and New York. Caledonia was established in 1992 as a private investment group, originally to manage the investment portfolio of members of the Darling family, and later, the Nelson and Vicars families. In 1998 we extended our investment management offering to a wider selection of clients. The group manages approximately A$2.8 billion. The stability and longevity of the firm have been important features, and over more than two decades, Caledonia has delivered strong, risk-adjusted, absolute returns compounding the original capital invested in 1992 at a rate in excess of 17% per annum. Today, Caledonia is a long short global equity manager, with a broad investment universe, managing a portfolio that is best described as high conviction, with the majority of the portfolio heavily weighted in 10-20 major investments. We focus our investments around deeply researched themes that we have identified as representing outstanding investment opportunities. Our objective is to deliver superior, risk-adjusted, absolute returns. The founding investment managers remain with the firm, and with some key personnel additions, have provided great consistency to the overall investment philosophy and process. The founding family groups remain significant investors, and the rest of the investment management team also have a large proportion of their net wealth invested in Caledonia, ensuring strong alignment of interests. Caledonia is independent of other financial institutions and is privately owned by its founders and managers.