SavvyShort Geared Crude Oil ETF (CLDN)

Profile

https://www.caledonia.com

Caledonia Investments plc is a self-managed FTSE 250 investment trust company that acts as a long-term steward of shareholders’ capital, aiming to grow capital and income ahead of inflation. It manages a diversified portfolio across three pools: public companies with a high-quality, concentrated global selection valued at £1,067.6 million; private capital focusing on UK mid-market businesses at £906.7 million; and funds from leading private equity managers in North America and Asia at £884.2 million, totaling net assets of £3.0 billion as of 30 September 2025. The public companies pool splits into capital and income portfolios targeting quality firms with strong returns and sustainable dividends, featuring holdings like Microsoft, Oracle, Moody’s, and Philip Morris. With 58 years of consecutive dividend growth and a history tracing back to the Cayzer family’s shipping business since the late 1800s, Caledonia Investments plc emphasizes a disciplined, insightful culture of 'Time Well Invested,' supported by an experienced in-house team fully aligned with shareholders.