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.

1
flèche fond bleu

Analyze the business lifecycle

rating and segmenting Business Models…

2
flèche fond bleu 2

Characterizing
responsibles companies

that have a positive impact on the environment and society, within the framework of the UN Sustainable Development Goals

3
flèche fond bleu 2

Select

in this universe the stocks whose couple “rating/stock market potential” is attractive.

→ RAPID GROWTH
→ MATURE GROWTH
→ DECLINE
→ RECOVERY
→ TRANSITION

INTÉGRATION DE L'ANALYSE ISR

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

Best Business Models SRI is ranked in the 1st quartile in its category* over 10 years. 

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. 

*as of 12/31//2020 – Morningstar Peer Group : Open-Ended Eurozone Large-Cap Equity.

Learn more

Eurozone equities funds invested according to the Business Models investment process: