An investment in the future to contribute to the implementation of climate solutions.
In the face of the major threats to the climate, we are convinced that there are 3 majors transition vectors in which to invest::
- Responsible Energy,
- Preservation of land capital,
- Efficient Transport
We select companies that are actively committed to reducing climate impact.
Selection based on extra-financial criteria and fundamental analysis.
Implication Note in the Energy Transition (ITE) :
- Exposure to themes
- Management of these themes
- Montpensier Finance overweight positioning opportunities
Note of controversy :
- Montpensier Finance overweights the Environment rating
Carbon Profile Note :
- Carbon intensity
- Management of this risk by the company
The objective is to continuously seek out companies that contribute fully to the climate transition