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 Funds From This Firm

MRLTX

Renaissance Large Cap Growth Fund

Seeks to provide long-term capital appreciation by investing in large cap domestic companies selected through proprietary quantitative modeling and bottom-up fundamental analysis.

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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

Fund Managers

Fund Managers

Michael E. Schroer, CFA

MANAGING PARTNER AND CHIEF INVESTMENT OFFICER

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Joe G. Bruening, CFA

SENIOR PARTNER

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Andy Eng, CFA

PARTNER

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Insights

Insights

The Lost Decade, Revisited

The stock market weakness thus far this year has triggered memories of the so-called “Lost Decade for Stocks,” and some predictions that another lost decade is ahead of us.

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Looking Beyond Market-Cap Weighted Indices

Mike Schroer, CFA, Chief Investment Officer at Renaissance Investment Management, discusses the concentration in market-cap weighted indices and their impact in the current environment.

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the-case-for-equal-weightings

The Case for Equal Weightings

Renaissance Investment Management Portfolio Manager Michael Schroer, CFA, revisits why now may be the right time to rebalance large cap to equal weightings.

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