Our DNA

Investing for the Future

Focused on long-term investment, Montpensier Arbevel prioritizes active management.

This approach provides financial solutions to major current and future challenges: economic, technological, societal, and climatic.

Understanding markets, their mechanisms, and their history, as well as anticipating trends to act proactively, detecting deep trends, and providing financial solutions are the driving forces behind our actions.

A Broad Range and Pioneer Products

Montpensier Arbevel offers a wide range of funds, covering all asset classes: fixed income and private debt, convertible bonds, international thematic equities, European small and mid-caps, European large caps, and diversified funds.
Research and innovation are central to Montpensier Arbevel’s investment processes. The objective is to identify, at an early stage, emerging global and sectoral trends that create value for investors. Examples include innovation in healthcare, sports and well-being, the future of technology, cloud computing, blockchain, and climate solutions.

A Continuum of Expertise and the Daily Practice of Collegial Intelligence

Montpensier Arbevel brings together talents and complementary approaches at all stages of the investment process: strategy, research, buy-side analysis, management, support services, and investor relations. Through a flexible and integrated organization, Montpensier Arbevel fosters daily collegial intelligence, dialogue, creativity, and innovation.

Rigor and Commitment

Sustainable performance in asset management relies on a culture of rigor and individual and collective commitment. This rigor is applied at every stage of the investment process and shared across all teams. Montpensier Arbevel has chosen to rely on proprietary methods and processes as well as innovative technological solutions. For its portfolio management system, it selected Amundi’s Alto solution and first-tier custodians.

Responsible Investment

A cornerstone of Montpensier Arbevel’s identity, its commitment extends to playing a role in society by supporting associations or projects through its foundation and endowment fund