Business description: Barita Investments Limited

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.

Sales by Activity: Barita Investments Limited

Fiscal Period: September20202021202220232024

Fixed Income

3.04B 4.35B 4.31B 6.56B 9.73B

Other

1.02B 1.95B 4.73B 5.57B 5.95B

Funds Management

2.05B 3.37B 2.75B 3.35B 3.8B

Inter-Segment

-16.12M -87.93M -46.56M -593M -2.58B
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Geographical breakdown of sales: Barita Investments Limited

Fiscal Period: September20202021202220232024

Jamaica

4.24B 6.53B 8.16B 8.49B 9.4B
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Executive Committee: Barita Investments Limited

Manager TitleAgeSince
Chief Executive Officer - 29/02/2024
Director of Finance/CFO - 06/05/2022
Chief Tech/Sci/R&D Officer - 31/07/2022
Director of Finance/CFO - -
Chief Investment Officer - 23/12/2019
See BARITA INVESTMENTS LIMITED governance

Composition of the Board of Directors: Barita Investments Limited

Director TitleAgeSince
Director/Board Member - -
Chairman - 27/08/2018
Director/Board Member - 27/08/2018
Director/Board Member - 27/08/2018
Director/Board Member - 27/08/2018
Director/Board Member - 27/08/2018
Director/Board Member - 27/08/2018
Director/Board Member - 23/12/2019
Composition of the Board of Directors

Shareholders: Barita Investments Limited

NameEquities%Valuation
75.68 %
923,560,965 75.68 % 435 M J$
7.419 %
90,545,154 7.419 % 43 M J$
2.157 %
26,319,240 2.157 % 12 M J$
Credit Union Fund Management Co.
1.403 %
17,127,519 1.403 % 8 M J$
Barita Investments Ltd. ESOP
1.158 %
14,135,242 1.158 % 7 M J$
List of BARITA INVESTMENTS LIMITED shareholders

Company details: Barita Investments Limited

Barita Investments Ltd.

15 St. Lucia Way

JMAKN05, Kingston

+888 429 5333

http://www.barita.com
address Barita Investments Limited(BIL)

Other Investment Banking & Brokerage Services

Change 5d. change 1-year change 3-years change Capi.($)
-0.26%+5.28%+1.47%-16.72% 569M
+0.49%+3.45%+41.74%+100.86% 284B
+1.44%+6.30%+52.00%+147.60% 275B
+1.52%+4.09%+53.23%+147.64% 196B
+1.75%+1.94%+16.39%+20.03% 167B
-0.04%+5.05%-9.40%+38.18% 58.41B
+1.22%+5.13%+3.75%+47.14% 32.44B
+3.28%+7.13%+19.42%+75.08% 29.99B
-0.45%+6.50%+20.16%+67.59% 27.02B
+0.33%+1.23%+14.53%+76.47% 25.97B
Average +0.85%+4.61%+21.33%+70.39% 109.67B
Weighted average by Cap. +1.05%+4.30%+36.84%+101.51%
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