Caldwell Partners International Inc (CWL) — Strategic Asset Allocation Index
Caldwell Partners International Inc (CWL) has a Strategic Asset Allocation Index of 4.4% as of February 2026. Strategic assets (PP&E of CA$- plus long-term investments of CA$1.53 Million) total CA$1.53 Million, measured against net assets of CA$34.75 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Caldwell Partners International Inc net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Caldwell Partners International Inc Strategic Asset Allocation Index (2014–2025)
This chart shows how Caldwell Partners International Inc's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of February 2026, the index stands at 4.4%, representing strategic assets of CA$1.53 Million against net assets of CA$34.75 Million CAD. For live market cap and overall valuation, see Caldwell Partners International Inc stock valuation.
Annual Strategic Asset Allocation Index for Caldwell Partners International Inc (2014–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Caldwell Partners International Inc from 2014 to 2025, covering 12 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 CWL net asset value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (CAD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 21.0% | CA$7.36 Million | CA$5.75 Million | CA$1.60 Million | CA$34.97 Million | ▼ -6.3 pp |
| 2024 | 27.3% | CA$8.79 Million | CA$7.10 Million | CA$1.68 Million | CA$32.13 Million | ▼ -34.4 pp |
| 2023 | 61.8% | CA$17.12 Million | CA$15.08 Million | CA$2.04 Million | CA$27.72 Million | ▲ +38.6 pp |
| 2022 | 23.1% | CA$8.12 Million | CA$7.38 Million | CA$736.00K | CA$35.06 Million | ▼ -22.5 pp |
| 2021 | 45.7% | CA$11.76 Million | CA$11.52 Million | CA$242.00K | CA$25.75 Million | ▼ -13.4 pp |
| 2020 | 59.0% | CA$9.89 Million | CA$9.82 Million | CA$71.00K | CA$16.76 Million | ▲ +48.4 pp |
| 2019 | 10.6% | CA$1.46 Million | CA$1.38 Million | CA$85.00K | CA$13.85 Million | ▼ -0.3 pp |
| 2018 | 10.9% | CA$1.51 Million | CA$1.38 Million | CA$137.00K | CA$13.92 Million | ▼ -3.4 pp |
| 2017 | 14.2% | CA$1.87 Million | CA$1.70 Million | CA$172.00K | CA$13.12 Million | ▼ -4.4 pp |
| 2016 | 18.7% | CA$2.41 Million | CA$1.84 Million | CA$573.00K | CA$12.93 Million | ▲ +6.2 pp |
| 2015 | 12.5% | CA$1.82 Million | CA$1.82 Million | CA$- | CA$14.59 Million | ▲ +1.4 pp |
| 2014 | 11.1% | CA$1.59 Million | CA$1.59 Million | CA$- | CA$14.38 Million | — |