Source: Pollards Et Filles Accounts. Please contact us on info@pollardsetfilles.com for further information on performance
Who We Are
Pollards Et Filles is a Caribbean and Latin American-focused investment fund delivering outstanding returns through disciplined, systematic investing in frontier and early emerging markets. We have been managing Caribbean equity and bond portfolios since 2006, building a two-decade track record that speaks for itself: a gross compound annual growth rate of over 16% from inception to Q1 2025.
Our approach is deliberately quantitative. Return quality metrics, time-series analysis, and macroeconomic indicators — including GDP growth, currency stability, stock market performance, and external debt ratios — are used to identify and screen investment territories. Mathematical techniques guide our return and volatility forecasting, while optimal portfolio theory drives allocation decisions. An active risk management policy anchored in stop-losses protects every portfolio we manage.
Critically, our performance is de-coupled from traditional Western equity markets. During the global financial crisis of 2007–2008 — when most global funds were deeply in the red — the Fund generated gross returns of 54% and 36% respectively.
The Opportunity
Select Caribbean and Latin American markets are undergoing a structural transformation. Improved economic governance, resource windfalls — most notably Guyana's emergence as a major oil producer — and strengthening currencies are creating conditions that early frontier markets rarely sustain for long.
Territories like Jamaica, and the Dominican Republic are following similar trajectories: deepening capital markets, improving regulatory frameworks, and delivering real economic growth. Crucially, these markets remain largely uncorrelated with mature global indices, offering sophisticated investors a genuinely differentiated return stream.
The Fund participates by trading directly in local, publicly regulated markets — keeping client capital anchored to real, regional growth rather than global sentiment.
Our Commitment to Clients
The Fund aims to generate returns that substantially exceed inflation. All client and shareholder capital is invested in a single Fund structure, ensuring every investor is subject to the same risks and the same opportunities — there is no preferential treatment.
Fees are clearly specified in the client contract and, together with valuations, transparently calculated monthly and reported quarterly. Clients receive quarterly portfolio valuations. Accounts in both the UK and the Caribbean are audited annually by independent external accountants.
PeF is regulated by the Guyana Securities Council and other relevant regulatory institutions, and is a reporting entity of the Financial Intelligence Unit.
The Team
The Pollards Et Filles team brings together expertise spanning quantitative finance, theoretical physics, computer science, economics, and corporate strategy — built across some of the world's leading financial institutions and universities.
On the academic side, the team holds postgraduate qualifications from Imperial College London, the University of Cambridge, the University of Leeds, and Reading University's ICMA Centre — institutions recognised globally for excellence in mathematics, finance, and the sciences.
Professionally, the team's institutional pedigree covers global investment banks and asset managers including Salomon Brothers, Citigroup, JP Morgan, RBS, UBS, Barclays, and Man Group (AHL) — one of the world's foremost quantitative hedge funds. This is complemented by private equity experience and advisory work in investment banking.
On the technology side, the team has deep expertise in cloud-based financial platforms, digital transformation, and data management — critical infrastructure for a systematic, data-driven investment strategy.
Grounding it all is genuine Caribbean expertise. The team includes local professionals with direct knowledge of regional markets, regulatory environments, economic data, and compliance frameworks — an edge that no purely offshore fund can replicate.