Company Barita Investments Limited

Equities

BIL

JMP161681094

Investment Banking & Brokerage Services

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Company contact information

Sector

Sales per Business

Sector Other Investment Banking & Brokerage Services

End-of-day quote JAMAICA STOCK EXCHANGE Other stock markets 06:00:00 2024-04-25 pm EDT			5-day change	1st Jan Change
72 ^JMD	+0.14%		+1.19%	-6.47%

Mar. 01	Barita Investments Limited Announces Chief Executive Officer Changes	CI
Feb. 16	Barita Investments Limited Reports Earnings Results for the First Quarter Ended December 31, 2023	CI

Barita Investments Limited is a Jamaica-based licensed securities dealer, investment manager, pension administrator and Cambio operator. The Company's segments include fixed income, funds management and other. The fixed income segment includes money market activities and securities broking. The funds management segment includes the administration of a number of managed funds. The other segment includes the operation of foreign exchange Cambio, investment banking, stock broking and any other income. Its products include capital growth fund, FX bond portfolio, FX growth portfolio, income portfolio, money market fund, real estate portfolio, pension fund management, individual retirement scheme, fixed income and stocks and research. The Company's services include FX trading/Cambio, Barita smart loan, investment banking, Barita wealth and Barita bucks. Its FX bond portfolio includes local government securities, sovereign government securities and corporate enterprises of A-Grade rating.

JMD in Million	2022	Weight	2023	Weight	Delta
Fixed Income 41.4 %	4,290	36.5 %	6,159	41.4 %	+43.55%
Other 36.7 %	4,729	40.3 %	5,465	36.7 %	+15.57%
Funds Management 21.9 %	2,721	23.2 %	3,261	21.9 %	+19.82%

JMD in Million	2022	Weight	2023	Weight	Delta
Jamaica 100.0 %	11,741	100.0 %	14,884	100.0 %	+26.78%

Managers	Title	Age	Since
Dane A. Brodber CEO	Chief Executive Officer	-	22-05-06
Stephen G Phillibert DFI	Director of Finance/CFO	-	22-05-06
Malindo Wallace CMP	Compliance Officer	-	19-04-14
Gavin Jordan COO	Chief Operating Officer	-	-
Jason Chambers CIO	Chief Investment Officer	-	19-12-23
Ian Anderson CTO	Chief Tech/Sci/R&D Officer	-	20-05-31
Robert Drummond BRD	Director/Board Member	-	18-08-27
Ramon Small-Fugerson PRN	Corporate Officer/Principal	-	19-03-31
Roger Williams SAM	Sales & Marketing	-	20-12-31
Dave Dixon SAM	Sales & Marketing	-	22-02-27

Members of the board	Title	Age	Since
Carl Domville BRD	Director/Board Member	-	-
Robert Drummond BRD	Director/Board Member	-	18-08-27
Jason Chambers CIO	Chief Investment Officer	-	19-12-23
Duncan Stewart BRD	Director/Board Member	-	18-08-27
Paul Simpson BRD	Director/Board Member	-	18-08-27
James E. Godfrey BRD	Director/Board Member	-	18-08-27
Mark Myers CHM	Chairman	-	18-08-27
Phillip Lee BRD	Director/Board Member	-	18-08-27

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	1,220,388,243	441,418,056 ( 36.17 %)	20,552,306 ( 1.684 %)	36.17 %
Stock B	0	100,000,000	0	0

Name	Equities	%	Valuation
CORNERSTONE FINANCIAL HOLDINGS LIMITED 83.77 %	909,424,571	83.77 %	443 M J$
FIRST CITIZENS GROUP FINANCIAL HOLDINGS LIMITED 8.364 %	90,795,154	8.364 %	44 M J$
Rita Humphries-Lewi 2.424 %	26,319,240	2.424 %	13 M J$
Credit Union Fund Management Co. 1.578 %	17,129,999	1.578 %	8 M J$
Barita Investments Ltd. ESOP 1.508 %	16,367,513	1.508 %	8 M J$
Tweedside Holdings Ltd. 1.296 %	14,073,348	1.296 %	7 M J$
National Insurance Fund 0.7546 %	8,191,553	0.7546 %	4 M J$
Trevor Heaven Holdings Ltd. 0.7173 %	7,787,075	0.7173 %	4 M J$
Barita Unit Trust Management Co. Ltd. 0.5914 %	6,420,126	0.5914 %	3 M J$
Karl P Wright 0.5796 %	6,292,000	0.5796 %	3 M J$

Barita Investments Ltd.

15 St. Lucia Way

JMAKN05, Kingston

+888-429-5333

http://www.barita.com

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Banking & Brokerage Services

Other Investment Banking & Brokerage Services

	1st Jan change	Capi.
BARITA INVESTMENTS LIMITED	-6.47%	553M
THE GOLDMAN SACHS GROUP, INC.	+10.84%	147B
CHARLES SCHWAB	+9.00%	137B
CITIGROUP INC.	+21.81%	120B
CITIC SECURITIES COMPANY LIMITED	-5.94%	36.38B
RAYMOND JAMES FINANCIAL, INC.	+9.29%	25.26B
CSC FINANCIAL CO., LTD.	-9.42%	21.24B
LPL FINANCIAL HOLDINGS INC.	+17.00%	19.89B
NOMURA HOLDINGS, INC.	+43.36%	17.44B
CHINA MERCHANTS SECURITIES CO., LTD.	+11.73%	16.69B

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