Euro Zone Equities Management large and mid caps
Our methods
Business Models Investment Process
Our investment philosophy aims to evaluate the stock market potential of companies according to their positioning in their life cycle. The objective is to identify and profit from changes in the stock market’s upward or downward appreciation of the stock.
Our convictions and objectives
Picking attractive and substainable Business Models.
Analyze the business lifecycle
rating and segmenting Business Models…
Characterizing
responsibles companies
that have a positive impact on the environment and society, within the framework of the UN Sustainable Development Goals
Select
in this universe the stocks whose couple “rating/stock market potential” is attractive.
→ RAPID GROWTH
→ MATURE GROWTH
→ DECLINE
→ RECOVERY
→ TRANSITION
INTEGRATION FOR THE SRI ANALYSIS
Extended
exclusion lists
MSCI CCC Ratings
& Red Flags for
controversies
Montpensier
Governance Flag - MGF
Montpensier Impact
Assessment - MIA
A long-term track record
Objective : building long-term outperformance
Montpensier Finance’s equity management has established a long-term track record, based on proprietary and dynamic ESG-inclusive processes, managed collegially by an experienced team.
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Eurozone equities funds invested according to the Business Models investment process:
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