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 12/31/22. The fund's latest filing disclosed 335MM in positions, representing 116% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 12/31/22. The fund's latest filing disclosed 335MM in positions, representing 116% of the manager's regulatory AUM.
RENAISSANCE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
RENAISSANCE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| TMO | 4.59% | Health | 0.98% | 0.36% | 0 | 27% | ||
| MSFT | 4.42% | Tech | 17.4% | -0.05% | 0 | 53% | ||
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FEATURED IN
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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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. ...
Unlock Full Investment Process Description
RENAISSANCE Portfolio Concentration
RENAISSANCE Location
25B MAIN STREET
LENOX, Massachusetts
UNITED STATES, 01240
LENOX, Massachusetts
UNITED STATES, 01240
RENAISSANCE Contact Information
Phone Number: 413-445-2481
Fax Number: 413-445-5873
Website: http://www.berkshirebank.com/personal/investing/renaissance-investment-group
Fax Number: 413-445-5873
Website: http://www.berkshirebank.com/personal/investing/renaissance-investment-group
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