Caxton (CAT) — Strategic Asset Allocation Index
Caxton (CAT) has a Strategic Asset Allocation Index of 35.2% as of June 2023. Strategic assets (PP&E of ZAC2.57 Billion plus long-term investments of ZAC-) total ZAC2.57 Billion, measured against net assets of ZAC7.30 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Caxton balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Caxton Strategic Asset Allocation Index (2014–2023)
This chart shows how Caxton's Strategic Asset Allocation Index has evolved across 10 annual periods from 2014 to 2023. As of June 2023, the index stands at 35.2%, representing strategic assets of ZAC2.57 Billion against net assets of ZAC7.30 Billion ZAC. For live market cap and overall valuation, see CAT market cap.
Annual Strategic Asset Allocation Index for Caxton (2014–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Caxton from 2014 to 2023, covering 10 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See CAT net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (ZAC) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 35.2% | ZAC2.57 Billion | ZAC2.57 Billion | ZAC- | ZAC7.30 Billion | ▲ +1.5 pp |
| 2022 | 33.6% | ZAC2.33 Billion | ZAC2.33 Billion | ZAC- | ZAC6.92 Billion | ▼ -3.1 pp |
| 2021 | 36.7% | ZAC2.36 Billion | ZAC2.36 Billion | ZAC- | ZAC6.44 Billion | ▼ -6.0 pp |
| 2020 | 42.7% | ZAC2.25 Billion | ZAC2.25 Billion | ZAC- | ZAC5.27 Billion | ▼ -10.4 pp |
| 2019 | 53.2% | ZAC3.11 Billion | ZAC2.48 Billion | ZAC629.22 Million | ZAC5.84 Billion | ▼ -5.1 pp |
| 2018 | 58.2% | ZAC3.35 Billion | ZAC2.63 Billion | ZAC713.83 Million | ZAC5.74 Billion | ▲ +3.4 pp |
| 2017 | 54.9% | ZAC3.14 Billion | ZAC2.68 Billion | ZAC462.94 Million | ZAC5.73 Billion | ▲ +2.4 pp |
| 2016 | 52.5% | ZAC2.93 Billion | ZAC2.57 Billion | ZAC358.31 Million | ZAC5.58 Billion | ▲ +0.7 pp |
| 2015 | 51.8% | ZAC2.74 Billion | ZAC2.48 Billion | ZAC269.06 Million | ZAC5.30 Billion | ▲ +3.0 pp |
| 2014 | 48.9% | ZAC2.46 Billion | ZAC2.21 Billion | ZAC249.72 Million | ZAC5.03 Billion | — |