European Equities large and mid caps investment process
Our methods
Great Models Investment Process
A limited number of companies can create value across the cycle and the lion share of economic profit is captured by a handful of market players.
Our convictions and objectives
The purpose of the Great Models methodology is to identify great companies that become greater as they leverage both their tangible and intangible assets.
These companies can be obvious GEMs (attractive long-term potential) as well as hidden GEMs, ie little known stories, or, stocks that are impacted by short-term risk aversion in their given segment.
CLASSIFICATION & RATINGS under
the Great Models Method, integrating SRI analysis
we look for :
→ Solid business models
→ Quality of the managerial strategy
→ Value creation throughout market
→ Favorable market environment
→ Lesser know / contrarian potential (Hidden GEMs)
ISR ANALYSIS
GEM
HIDDEN GEM
STOCK-PICKING TARGETING
attractive rating/upside potential profiles
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
One Goal : Build a long-term performance
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.
Learn more
European equities funds invested according to the Great Models investment process:
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