About

Founded

1978

Headquarters

Covington, KY

Affiliat 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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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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Insights

Insights

The State of International Stocks in 2023

Stock markets around the globe have rallied since last September, with international markets generally outperforming U.S. stocks. Some of this outperformance may be due to a contraction in the valuation discount of international markets versus U.S. markets, but the relative valuation of overseas markets remains very attractive.

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2023 Kicks Off with a “Risk-on” Profile for Equities

Thus far in 2023, stock market outperformers have had a much different flavor than experienced in the previous year.

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What Happens When Inflation Peaks?

While it may be premature to declare that inflation has passed its highest level, it is worthwhile to review what happened to stocks when inflation peaked.

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