Renaissance Investment Management

About

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

Michael E. Schroer, CFA

Managing Partner and Chief Investment Officer

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Joe G. Bruening, CFA

Joe G. Bruening, CFA

Senior Partner

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Insights

Insights

The World Is Your Oyster

 
Current valuations and a broad opportunity set make a compelling case for international equities.
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A Question of Weightings

 
Investors with significant allocations to passive strategies—which are usually capitalization weighted—may need to reconsider how much the weighting decision can impact their long-term returns.
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Momentum Rolls On

 
Both 2017 and the first half of 2018 have been marked by the strong relative performance of price momentum strategies. The outperformance of price momentum factors over this 18-month period has reached historically high levels, suggesting that a reversion to the mean may be in the offing in coming quarters.
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