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Investing for a Sustainable Future

This is Montpensier Finance's conviction, based on long experience in investment and a resolutely entrepreneurial culture and responsible commitment..

Montpensier Finance is an entrepreneurial asset management company, chaired by Guillaume Dard since 2004.In 2020, Amundi and Montpensier Finance strengthen their industrial partnership to accelerate Montpensier’s international expansion. Amundi has taken a 25% stake in Montpensier Finance via a capital increase, alongside the management, which holds 75% of the shares. Amundi's entry into the capital is a recognition of Montpensier's talents.

Its teams have developed a triple expertise in management: European Equities, Convertible Bonds, Multi-Asset. Assets under management amount to €2.8 billion. The funds are managed on a collegial basis by experienced teams using proprietary methods that integrate ESG criteria and our commitment to responsibility:


► A strategic global method :

- The MMS (Montpensier Market Scan) method allows management teams to rely on 4 main pillars of analysis.

► A method by type of assets:

- Large & mid caps: Business Models method;

- Large & mid caps Europe: Great Models method;

- Small & mid caps: Quadrator method;

- Convertible bonds: M Convertibles method;

► A responsible investment approach :

- The "Montpensier Impact Assesment", which is based on the 17 UN sustainable development objectives to analyse the social and environmental impact of companies (Best Business Models SRI, Great European Models SRI and Quadrator SRI funds).


Our values

"Performance is born from the combination of talent and method" 

To invest in a complex world, our managers work as a team and use our methods and analytical tools, which have been developed over many years and are constantly being enhanced.

Thus, every day, we seek to anticipate and detect the major trends in the international markets and attractive themes.

Our permanent priority is to devote all our expertise and resources to our clients in order to achieve the best performance and offer them the best service.

Our DNA is resolutely "Investor driven".

Our collegial, qualitative and quantitative approach provides our managers with a solid foundation in a rapidly changing financial environment.



Fund labelised Best Business Models SRI :


Fund labelised M Climate Solutions :



In the face of the three major current trends - protean globalisation, irresistible digitalisation and increasing regulation - we are uniting our bottom-up and top-down visions in our investment processes. This differentiating angle is a determining factor in detecting a company's growth potential, understanding its life cycle, analysing its valuation and thus selecting the most promising investment vehicles.

We integrate environmental, social and governance criteria that are essential to better take into account long-term perspectives and invest in the 21st century, characterized by the greater involvement of civil society. This is how we created the Montpensier Foundation.

We are passionate about the search for mid-cap growth stocks, which is a fertile breeding ground for management.





A track record based on proprietary and dynamic investment processes that are applied by an experienced and renowned team

bbmThe Best Business Models Investment Process

Based on company's positioning in its lifecycle and its upside potential, the Best Business Models investment process drives the decision-making of our European Equity management teams.

mmsThe MMS method - Montpensier Market Scan

Enables our Flexible and Multi-Asset management teams to rely on 4 major analysis pillars in order to determine allocation: macroeconomic momentum, monetary policy dynamics, market valuation and market dynamics.



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