Caledonia is a global investment management firm with a goal of achieving high absolute returns over a long-term time horizon. The firm was founded in Sydney, Australia in 1992 and manages a long short equity strategy with a focus on deep fundamental research and high conviction long-term investing.

For Australian or New Zealand investor enquires,
please contact:
Investor Relations
+61 2 9255 7607
ir@caledonia.com.au

For American and European investor enquires,
please contact:
+ 1 (347) 287 3760
ir@caledoniafund.com

For all general enquiries, please contact:
Sydney +61 2 9255 7600
New York +1 (347)287 3760
ir@caledonia.com.au

Investment Management

Caledonia

Caledonia's headquarters in Sydney, Australia

Mat Masters

Robert Silverstein

Nathan Easter

Roland Chia

The Finance & Compliance team at Caledonia is responsible for overseeing the firm’s financial health and ensuring regulatory adherence across its global operations. This team manages financial reporting, risk assessment, fund accounting, and compliance with investment regulations, all while supporting strategic decision-making to optimize investment returns for clients. Their expertise ensures that Caledonia maintains its commitment to transparency, integrity, and financial excellence.

Finance & Compliance

The Investment Analysis team at Caledonia conducts thorough research to evaluate potential investment opportunities, focusing on long-term growth and high-conviction equity positions. By analyzing market trends, financial statements, and industry dynamics, the team aims to identify undervalued assets and develop strategic recommendations to enhance the firm's investment portfolio. Their insights drive informed decision-making and support Caledonia’s mission to achieve superior absolute returns.

Investment Analysis

The Leadership Team at Caledonia is responsible for setting the strategic direction and vision of the firm, ensuring alignment with its long-term investment goals. Comprising key executives such as the CEO, CIO, CFO, and Chief Compliance Officer, this team oversees operational efficiency, risk management, and regulatory compliance while fostering a culture of transparency and high performance across the organization.

Caledonia

Org chart

Teams

Finance & Compliance

Investment Analysis

Leadership Team

Offices

Caledonia

Org chart

Teams

Finance & Compliance

Investment Analysis

Leadership Team

Offices

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