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 – PRESIDENT
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
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.