RENAISSANCE Overview

Renaissance Investment Group Llc is an investment advisor that manages 288.8 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 209MM in positions, representing 72% of the manager's regulatory AUM.

RENAISSANCE StockAlpha

-2.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

RENAISSANCE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
HD 4.27% Cons. Disc. 4.21% -0.05% 0 34%
MDY 3.98% ETF 9.25% 0.18% 0 10%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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RENAISSANCE Founders and Key Employees

Name Title In Position Since
Thomas E. Malinowski President And Managing Director - Financial Counseling April-2010
Trevor M. Forbes Manager, Managing Director - Investments May-2012
Paula M. Hilchey Chief Compliance Officer January-2014

RENAISSANCE Brokers, Custodians, Auditors and Administrators

Type Company

RENAISSANCE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Methods of Analysis and Investment Strategies.

1. Methods of Analysis. The firm takes a top down and bottom up approach to investing utilizing fundamental and technical methods of analysis in connection with its servicing client accounts. Although the firm’s personnel are oriented toward fundamental analysis, they also use published technical and economic analysis factors in their investment decision-making process.

RIG’s approach to investing involves evaluating the geopolitical and economic factors/events taking place globally and analyzing the impact on the economy of the United States. This includes all aspects of economic direction and policymaking including the likely direction of monetary and fiscal policy that drive markets – bonds, equities and currencies. We then incorporate the results of our analysis into the selection of appropriate assets and individual stocks and bonds. ...
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RENAISSANCE Portfolio Concentration

RENAISSANCE Location

25B MAIN STREET
LENOX, Massachusetts
UNITED STATES, 01240

RENAISSANCE Contact Information

Phone Number: 413-445-2481
Fax Number: 413-445-5873
Website:

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