STRATEGY

In all strategies, we seek to make money and manage risk through a disciplined execution of our investment processes. 

We believe in investing in companies with sustainable competitive advantages, durable business models, sound balance sheets, and capable and sincere management.

When a company trades at valuations the team deems underpriced relative to its intrinsic value; it can provide attractive returns with less risk than the overall market. 

We actively seek to minimize business and valuation risk through our defined and consistent investment process.

Our investment process focuses on absolute returns, minimizing capital impairment, and generating cash flow, which we believe are critical to generational wealth creation and maintenance.

COMPANY OVERVIEW

Caledonia Group is a private investment fund manager. 

The funds it manages invest as a concentrated research-centered fundamental value investor in the public markets utilizing capital appreciation and cash generation strategies. 

As an Investment Manager, we manage risks through diligent research, careful investment selection, and portfolio construction.

The funds also engage in hedging strategies to mitigate market-related downside risk or take advantage of asymmetric profit opportunities.

PHILOSOPHY

There comes a point where you no longer work for your money, and your money is working for you. 

Caledonia Group is an investment manager recognizing that natural resources, businesses, and real estate present the best economic engines for producing and compounding wealth.

 Investors in our strategies recognize the value of:

· Preservation of capital in a variety of market environments

· Risk-adjusted returns in event-oriented opportunities

· Cash flow generation while preparing for opportunities

Event-oriented investing while utilizing strategies to generate cash flow waiting for those events is the hallmark of our approach.