04 December 2008  
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Brief Overview

Barita Portfolio Management (BPM) is a privately owned company, that was formed in 1993 to manage the portfolio needs of pension funds, institutions and individual investors.

BPM serves a growing client base of over 1,000 clients which includes several Blue Chip companies, with assets of $1.8 billion under management. As Investment Managers the company provides investment advice to many external Corporate and Pension Fund Managers.

Barita Portfolio is a member of the Barita Group which includes Barita Unit Trust and Barita Investments Limited. These companies provide a full range of financial services: investment research, asset management, capital growth and money market funds, equity and fixed income sales, trading and correspondent services. BPM has access to these resources as well as the staff complement of over 40 persons.

In September 2004, the Barita Group through its flagship company Barita Investments, celebrated 27 years of excellence in service, prudent management and stability that have made it a well respected stalwart in the industry. Barita Investments Limited, which was founded in 1977 by Rita Humphries-Lewin, is the oldest stock broking company in Jamaica.

The Managing Directors for Barita Portfolio Management are Peta-Rose Hall and John Hall. In addition, other Board Directors are: Rita Humphries-Lewin, Dan Kelly, Karl Lewin and Richard Lake.

BPM is licensed by the Securities Commission to execute Investments for :

  • Corporate Clients
  • Individual Clients
  • Pension Funds

The company is also a Manager for Money Market and Equity Portfolios.