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.

Founded

1978

Affiliate Since

1995

Headquarters

Covington, KY

Renaissance Investment Management's Products on AMG's Wealth Platform

MRLTX

Renaissance Large Cap Growth Fund

Fund Detail

Renaissance Emerging Markets Equity Strategy

SMA Details

Renaissance International Equity ADR Strategy

SMA Details

Renaissance International Small Cap Equity Strategy

SMA Details

Renaissance Large Cap Growth Strategy

SMA Details

Renaissance Midcap Growth Strategy

SMA Details

Renaissance Small Cap Growth Strategy

SMA Details

Philosophy and Approach

 

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.


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

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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All Affiliates

AMG’s Affiliates are high-quality independent investment management firms with entrepreneurial cultures and an investment-centric focus.