Convertible Bonds investment process
Our methods
Convert Method
Based on two approaches:
– Purity
– Convexity
The M Convertibles management method is based on 2 axes
The Montpensier Finance Convertible Bond investment process is generally based on the search for convexity.
It is based on the hybrid nature of convertible bonds and on the asymmetrical performance profile of convertible bonds.
THE PURITY
THE CONVEXITY
→ The integrated option of a Convertible Bond is unique.
No market option replicates it and does not include its specific clauses.
whose objective is to:
→ reduce interest rate, credit and equity risks.
→ « locker » regularly profits.
→ An investment zone in the Euro zone.
→ A global investment area.
→ The possibility of using derivatives on a complementary basis.
THE PURITY
→ The integrated option of a Convertible Bond is unique.
No market option replicates it and does not include its specific clauses.
→ An investment zone in the Euro zone.
THE CONVEXITY
whose objective is to:
→ reduce interest rate, credit and equity risks.
→ « locker » regularly profits.
→ A global investment area.
→ The possibility of using derivatives on a complementary basis.
Long-term track record
Montpensier Finance has established a long-term track record in convertible bonds investment management: M Convertibles SRI.
Learn more
Funds invested according to the Convert investment process:
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