Portland Private Equity

Portland Private Equity manages funds that invest only in the Caribbean Basin. It says it has created, invested in, grown and sold businesses around the world for more than two decades, and it works to a set of five investment principles set by its chairman in the mid 1980s.

Products and services

• Caribbean funds: the AIC Caribbean Fund, Portland Caribbean Fund II and Portland Caribbean Fund III.
• Active ownership: investing in, operating and building businesses over the long term.
• Responsible investing: programmes on gender lens investing and a published diversity, equity and inclusion statement.

Who it works with

Locally rooted Caribbean businesses, which the firm sees as the base of any domestic economy because they pay taxes, create jobs and build wealth.

Key facts

• Region: the Caribbean.
• Chairman: Michael Lee-Chin, who also founded Portland Holdings Inc.
• Principles: own a focused portfolio, pick attractive sectors, know the businesses well, use borrowing prudently and build for the long term.