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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

methode BBM eng

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 06/30/2020 - Morningstar Peer Group : Open-Ended Eurozone Large-Cap Equity.

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

Best Business Models SRI

Best Business Models SRI

Eurozone Equities
Large and Mid Caps

 

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58 Avenue Marceau
75008 Paris

+33 (0)1 45 05 55 55

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