About

Founded

1978

Headquarters

Covington, KY

Affiliate Since

1995

About

Founded in 1978, Renaissance Investment Management is a registered investment advisor based in the greater Cincinnati, Ohio area. The firm serves both institutional and high-net-worth clients and offers a variety of investment management strategies based upon a foundation of intensive research and disciplined, process-oriented decision making. Renaissance is a multidisciplinary firm offering domestic and international investment strategies.

AMG Products from this firm

MRLTX

Renaissance Large Cap Growth Fund

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Renaissance Emerging Markets Equity Strategy

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Renaissance International Equity ADR Strategy

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Renaissance International Small Cap Equity Strategy

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Renaissance Large Cap Growth Strategy

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Renaissance Midcap Growth Strategy

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Renaissance Small Cap Growth Strategy

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Approach & Philosophy

Philosophy and Approach

Our Philosophy

Renaissance seeks to deliver value to investors through proprietary quantitative modeling and bottom-up fundamental analysis based upon a foundation of intensive research and disciplined, process-oriented decision making.


Our Approach

Disciplined, repeatable investment process—the “art science” of international investing.

With a “Growth At a Reasonable Price” (GARP) style, Renaissance Investment Management seeks companies that have shown strong and consistent earnings growth and that trade at attractive valuations.

THE SCIENCE—Quantitative screening and ranking seeks:

  • Good growth prospects
  • Strong earnings momentum
  • Reasonable valuations

THE ART—Fundamental analysis seeks to verify that:

  • A company’s earnings are high quality and not short-term in nature
  • Event risk is minimal
  • Catalysts are in place for continued appreciation

Portfolio Managers

Portfolio Managers

Michael E. Schroer, CFA

MANAGING PARTNER AND CHIEF INVESTMENT OFFICER

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Joe G. Bruening, CFA

SENIOR PARTNER, PORTFOLIO MANAGER

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Andy Eng, CFA

PARTNER, PORTFOLIO MANAGER, SENIOR RESEARCH ANALYST

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Paul A. Radomski, CFA

MANAGING PARTNER

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Michael J. Streitmarter, CFA

PORTFOLIO MANAGER, RESEARCH ANALYST

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Insights

Insights

Equal weighted approach

Revisiting an Equal Weighted Approach

Given the outperformance of mega cap stocks and their contribution to the cap weighted S&P 500® Index’s performance in the first half of 2023, it may be surprising to learn that the equal weighted S&P 500 has actually outperformed the cap weighted index significantly over time.

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AI Frenzy Keeps Market Leadership Narrow

Shrugging off mixed economic signals, disarray amongst regional banks, and rising interest rates, the S&P 500 grinded higher over the first five months of the year.

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Timing the Stock Market Around a Recession (It’s Harder Than You Think!)

The market consensus appears to indicate expectations of a recession to start later this year. What does this mean for stock market investors? Is it possible to time the market and preserve capital by predicting the onset of and recovery from a recession?

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