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 asset management: European & Global Thematic Equities, Convertible Bonds and Multi-Asset. Assets under management amount to €3.5 billion to 6 January 2023. 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 – CHAIRMAN
SEBASTIEN BARBE – CEO
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).
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.
Faced with the three major current trends – protean globalisation, irresistible digitalisation and increasing regulation – we combine our bottom-up and top-down visions in our investment processes. This differentiating angle is decisive in detecting the growth potential of a company, understanding its life cycle, analysing its valuation and thus selecting the most promising investment vehicles.
Every day, we seek to anticipate and detect the major trends in 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" and SRI
Our collegial, qualitative and quantitative approach provides our managers with a solid foundation in a rapidly changing financial environment.
At Montpensier Finance, we are convinced that extra-financial criteria – environmental, social and governance (ESG) – are long-term performance drivers for companies. Our role as an investor is to favour companies that have chosen to have a positive impact on the world in which we live, while creating value. A the end of 2022, 95% of our open-ended funds are labeled and 67% have SFDR 9 classification.
We integrate environmental, social and governance criteria that are essential to better take into account long-term perspectives and invest in a 21st century characterised by the greater involvement of civil society. This is how we created the Fondation Montpensier.