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.

drapeau euro

→ A global investment area.

→ The possibility of using derivatives on a complementary basis.

M convertibles
M Global convertibles

THE PURITY

→ The integrated option of a Convertible Bond is unique.

No market option replicates it and does not include its specific clauses.

obligation convertible pureté

→ An investment zone in the Euro zone.

M convertibles

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.

M Global convertibles

Long-term track record

Montpensier Finance has established a long-term track record in convertible bonds investment management: M Convertibles.

The M Convertibles fund is ranked in the 1st quartile in its category* over 10, and 5 years.

*as of 12/31/2020 – Morningstar Peer Group : Open-Ended Convertible Bond – Europe.

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Funds invested according to the Convert investment process: