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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Andy Eng, CFA

Andy Eng, CFA

Partner

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Insights


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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Crises, Manias and Irrational Exuberance—Financial Bubbles Throughout History: A Cautionary Tale

 
What are the human behaviors that have driven financial bubbles to develop? Learning from history—and understanding how these bubbles form and burst—can help investors take important steps to prepare.
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The Boutique Advantage Amid Volatility

 
Staying invested despite short-term market swings requires emotional fortitude. Positioning your portfolio to weather ups and downs can help. The essential ingredient? Managers who excel despite challenging market conditions.
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