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.

1

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

GEM

HIDEN GEM

HIDDEN GEM

2

STOCK-PICKING TARGETING
attractive rating/upside potential profiles

label isr logo
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

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: