Mayberry Jamaican Equities Limited (MJE) hosted its latest Investor Briefing on February 3, 2026, to discuss the company’s unaudited financial results for the twelve months ended December 31, 2025.
The forum provided a transparent look at MJE’s performance during a year characterized by significant capital market activity and macroeconomic shifts.
The briefing was led by a distinguished panel of Mayberry executives, featuring Christopher Berry, Executive Chairman of Mayberry Jamaican Equities; Patrick Bataille, Chief Executive Officer of Mayberry Investments Limited; Gary Peart, Investment Manager Representative (MAM) for Mayberry Jamaican Equities; and Dan Theoc, SVP – Investment Banking at Mayberry Investments Limited. Together, they provided strategic context to the year-end figures and outlined the company’s vision for the coming year.
The briefing centered on Mayberry Jamaican Equities’ unaudited year-end results, underscoring the company’s ability to navigate persistent market volatility while maintaining a robust asset base. A significant portion of the discussion focused on the strategic concentration of the portfolio in high-value Jamaican blue chips. As of the close of 2025, the portfolio remained anchored by Supreme Ventures Limited (SVL), which accounts for 56.3% of total holdings, followed by Jamaica Broilers Group (JBG) at 9.5%, Wigton Windfarm Limited (WIG) at 6.0%, and Dolla Financial Services at 3.7%. As of the close of 2025, the MJE portfolio remained centered on premier Jamaican entities, with Supreme Ventures Limited (SVL) and Jamaica Broilers Group (JBG) serving as the primary pillars of the fund. Management emphasized that despite the impact of market-wide price corrections on these specific holdings, the decision to maintain significant exposure to these sectors reflects a focus on institutional quality. These investments are viewed as critical drivers for the portfolio’s performance as the JSE transitions into a recovery phase.
Management further detailed the tactical utilization of capital following the successful integration of the J$3.37 billion bond raise completed in 2024. This capital has been actively deployed to optimize the company’s debt profile and provide the necessary liquidity to seize opportunistic equity entries during market dips. In his remarks, SVP of Investment Banking Dan Theoc highlighted a significant improvement in the company's cash base, noting that MJE’s liquidity position has been strengthened through proactive capital structure management. This robust cash position—supported by the J$3.37 billion bond raise—provides a solid foundation for the company to remain agile. As far as shareholder returns are concerned, the board addressed its dividend strategy by emphasizing a commitment to capital preservation and reinvestment. By prioritizing the strengthening of the balance sheet now, the company aims to maximize long-term shareholder value as the local equities market enters a transition into a recovery phase.
Looking ahead to 2026, MJE executives expressed a "cautiously optimistic" outlook, drawing inspiration from the theme of "Resilience" championed at the JSE 21st Regional Investment & Capital Markets Conference. The team intends to leverage its strong liquidity position to explore new listings across both the Main and Junior markets, specifically highlighting Woodcats International and other upcoming IPOs as prime candidates for portfolio diversification. Reflecting on this strategy, CEO Gary Peart noted that the 2025 results are a testament to a disciplined approach to value investing. He emphasized that by maintaining a presence in dividend-yielding stocks while keeping "dry powder" ready for new opportunities, MJE continues to serve as an efficient vehicle for investors to own the premier entities of Corporate Jamaica.