Renaissance Investment Management

Small Cap Growth

Our Small Cap Growth Strategy employs a disciplined decision-making process to create and manage investments in smaller sized, growth-oriented companies. Individual stocks typically sell at reasonable valuations and are supported by above-average corporate profitability and accelerating earnings growth. Each portfolio contains approximately 50-60 individual common stocks and U.S.-listed shares of foreign companies. Our objective is to provide clients with a long-term rate of return better than that of comparable small-cap stock indices.

The Renaissance Small Cap Growth Strategy is available as an institutional and retail separate account and through select SMA and UMA platforms.

1In the process for awarding the 2021 Best Small Cap Solution USA by CFI.co, the initial nominees were selected based upon performance-based metrics and the strength of independent nominations. Further evaluation was performed by the judges utilizing more qualitative criteria gathered from a variety of sources including through interviews of the finalists. Awards and recognition by unaffiliated ratings services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Renaissance Investment Management is engaged, or continues to be engaged, to provide advisory services; nor should they be construed as a current or past endorsement of Renaissance Investment Management or its representatives by any of its clients. The disclosed award is generally based upon information prepared and/or submitted by Renaissance Investment Management. The disclosed award is not indicative of Renaissance Investment Management’s future performance. Neither Renaissance Investment Management nor any personnel of Renaissance Investment Management paid a fee for the disclosed award.
2Two Star Top Gun recipients are recognized for generating absolute returns in the top ten of all managers in their category for the most recent four quarters. The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the one year period. Six Star Top Gun (PSN’s highest ranking) recipients are recognized for generating an information ratio in the top ten of all managers in their category during the past five years after screening out strategies with above-median volatility and/or below-median tracking error. The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the TOP GUNS. PSN The content of PSN Top Guns is intended for use by qualified investment professionals. Please consult with an investment professional before making any investment decisions using content or implied content from PSN Top Guns. All Rights Reserved. PSN Top Guns is powered by PSN. PSN is an investment manager database and is a division of Informa Financial Intelligence (IFI). No part of PSN Top Guns may be reproduced in any form or by any means, electronic, mechanical, photocopying, or otherwise without the prior written permission of Informa Financial Intelligence. Because of the possibility of human or mechanical error by IFI sources or others, IFI does not guarantee the accuracy, adequacy, completeness or availability of any information and is not responsible for any errors or omissions or for the results obtained from the use of such information. THERE ARE NO EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE. In no event shall IFI be liable for any indirect, special or consequential damages in connection with use of any information or derived using information based on PSN Top Guns results.