Nowadays, Companies are facing three major issues:
Globalisation, Digitalisation and Regulation.
Companies are no longer developing at a constant pace. Shifts in the corporate lifecycle have to be identified as early as possible.
Our investment philosophy aims to assess a company’s upside potential as a function of its positioning in its lifecycle and to benefit from upgrades or downgrades in market opinion in the stock.
For this, we note companies by quantitative criteria (growth, financial strength, dispersion of consensus, etc.) and qualitative criteria (ESG, sector environment, competitive advantage, management...). Then we estimate the stock market potential according to a set of criteria.
For the Best Business Models fund, we take into account, as soon as the investment universe is defined, ESG criteria and apply our proprietary METHODs of ISR analysis in order to define a more responsible investment universe.
Our next objective is then to prioritize stocks with an attractive grade/upside potential.
Analyse Business Models' lifecycles
Look for attractive pairs of share price upside/downside risk
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 09/30/2019 - Morningstar Peer Group : Open-Ended Eurozone Large-Cap Equity.
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