Investing for a sustainable future

Montpensier Finance is an entrepreneurial asset management company, chaired by Guillaume Dard since 2004. In 2020, Amundi and Montpensier Finance strengthen their industrial partnership to accelerate Montpensier’s international expansion. Amundi has taken a 25% stake in Montpensier Finance via a capital increase, alongside the management, which holds 75% of the shares. Amundi’s entry into the capital is a recognition of Montpensier’s talents.

Its teams have developed a triple expertise in management: European Equities, Convertible Bonds, Multi-Asset. Assets under management amount to €3 billion. The funds are managed on a collegial basis by experienced teams using proprietary methods that integrate ESG criteria and our commitment to responsibility:

This is the conviction of Montpensier Finance, based on a long experience of investment, an entrepreneurial culture and a responsible commitment.


Guillaume Dard président

Our methods


Strategic global method


The MMS (Montpensier Market Scan) method allows management teams to rely on 4 main pillars of analysis.


Method by type of assets

–  Large & mid caps: Business Models method;

– Large & mid caps Europe: Great Models method;

– Large & mid caps Europe and International : ThematiX solutions

– Small & mid caps: Square method;

– Convertible bonds: Convert method;




Our proprietary methods are at the heart of the equity investment process. They combine extended exclusion lists and dedicated tools such as the Montpensier Impact Assessment method which allows us to analyse the impact of companies according to the 17 SDGs (Sustainable Development Goals).

Our values

Performance is born from the combination of talent and method

To invest in a complex world, our managers work as a team and use our methods and analytical tools, which have been developed over many years and are constantly being enhanced. Thus, every day, we seek to anticipate and detect the major trends in the international markets and attractive themes. Our permanent priority is to devote all our expertise and resources to our clients in order to achieve the best performance and offer them the best service.

Our DNA is resolutely "Investor driven".

Our collegial, qualitative and quantitative approach provides our managers with a solid foundation in a rapidly changing financial environment.In the face of the three major current trends – protean globalisation, irresistible digitalisation and increasing regulation – we are uniting our bottom-up and top-down visions in our investment processes.

This differentiating angle is a determining factor in detecting a company’s growth potential, understanding its life cycle, analysing its valuation and thus selecting the most promising investment vehicles.We integrate environmental, social and governance criteria that are essential to better take into account long-term perspectives and invest in the 21st century, characterized by the greater involvement of civil society. This is how we created the Montpensier Foundation.
We are passionate about the search for mid-cap growth stocks, which is a fertile breeding ground for management.

The labels*

TS logo
greenfin label
* The Best Business Models SRI fund is SRI and Towards Sustainability labelled.
  The Great European Models SRI and Quadrator SRI funds are SRI labelled.
  The M Climate Solutions fund is Greenfin and Towards Sustainability labelled.

Our solutions