Caxton Strategic Asset Allocation Index
Caxton 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. Check CAT intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Caxton (2014–2023)
Strategic asset allocation index of Caxton from 2014 to 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.
Caxton Strategic Asset Allocation Index by Year (2014–2023)
Caxton strategic asset allocation index by year from 2014 to 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. For live market cap and overall valuation, see market cap of Caxton.
| 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 | — |