Caledonia is a FTSE 250 self-managed investment trust company with a long track record of delivering consistent returns and progressive annual dividend payments to shareholders.
Our aim is to generate long-term compounding real returns that outperform inflation by 3%-6% over the medium to long term, and the FTSE All-Share index over 10 years.
We are a long-term investor and hold investments in both listed and private markets across three pools: Public Companies, Private Capital and Funds. Each has a strategic allocation of capital, investment strategy and target return.
We buy to hold, investing in high quality companies with strong market positions and fundamentals, alongside investments in private equity funds with track records of success. The result is a well-balanced diversified portfolio of investments with a global reach.
Founded in 1984, Pinnacle Associates, Ltd. is a forward thinking, multi-billion dollar investment advisory firm. Whether for an individual and their family directly, or for an institutional organization servicing their constituents, we seek to grow and safeguard wealth. Unlike many advisors, Pinnacle manages investments in-house using our experienced team of professionals and we do not outsource the investment-decision making process to other managers. We believe this strategy gives us the ability to select the best investment options for our clients. We provide comprehensive, thoughtful advice customized to the specific needs and objectives of our clients. Please see important disclosure information at https://www.pinnacle-associates.com/disclaimer.
Just as Blue Ocean Strategy redefined the essence of strategy as creating not competing, Beyond Disruption redefines and expands the existing view of innovation by introducing a new approach, nondisruptive creation, that is free from the destructive displacement that happens when innovators set out to disrupt.
Blue ocean strategy, created by world-renowned professors Chan Kim and Renée Mauborgne, is a new way of thinking, a movement away from a competitive mindset.
BOOKS:
Beyond Disruption: Innovate and Achieve Growth Without Displacing Industries, Companies, or Jobs
Blue Ocean Strategy: How to Create Uncontested Market Space and Make the Competition Irrelevant
Blue Ocean Shift, Beyond Competing: Proven Steps to Inspire Confidence and Seize New Growth
AUTHORS:
Chan Kim and Renée Mauborgne are professors of strategy at INSEAD and the authors of the New York Times Bestseller Blue Ocean Shift and the 4 million copy global bestseller Blue Ocean Strategy. In 2023, they were chosen as two of the four leading thinkers in the 100 years of Harvard Business Review’s publication. In 2019, they were named the #1 Management Thinkers in the World by Thinkers50.