Caledonia Investments plc
Alan joined Caledonia in 2016 and works in the Quoted Equity team as the lead for the Capital portfolio. This is a £500m+ concentrated portfolio of high-quality publicly quoted global companies with strong compounding characteristics that they hold for the long term.
Previously Alan spent 14 years working within JPMorgan’s Markets business area. He has multi-asset class experience across equities, fixed income, structured credit, and derivatives.
Alan has a BSc in Economics and Finance from the University of Bristol and speaks French, Spanish, and Italian.
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Caledonia Investments plc
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Caledonia Investments plc is a self-managed investment trust company. The Company aims to deliver long-term growth to both shareholder capital and income by investing in a balanced, risk managed range of asset classes, across diversified sectors and re...