Renaissance Group LLC
Renaissance Group LLC is an employee-owned investment advisory firm co-owned by Affiliated Managers Group, headquartered in Covington, Kentucky. Founded in 1978, it focuses on providing investment management across domestic equity, international equity, REITs, balanced, asset allocation, and fixed income strategies. The firm serves individual investors, families, fiduciaries, and organizations with a focus on conservative growth and highly personalized financial counseling. As of June 2011, the firm reported 12 professional staff, however this may have changed in recent years.
Investment Strategy
Renaissance Group LLC employs a multi-cap growth strategy with a conservative growth sub-style. The firm builds diversified portfolios of 50-60 mid- and large-cap U.S. companies that exhibit strong growth characteristics, robust earnings momentum, and sound business fundamentals. Investment decisions are driven by fundamental research and analysis, emphasizing quality companies benefiting from secular trends, sector leadership, and superior growth prospects. Fixed income portfolios favor high-quality federal government, agency, corporate, and municipal issues, using individual bonds to control maturity and mitigate interest rate risk. Asset allocation aims for long-term capital appreciation and stability, customized to client goals.
Top Holdings
Equity Positions (233)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NFLX | NETFLIX INC | 1.88% | $48.4M | 36,110 | $393.43 | $1339.13 | +$11.4M |
E EME | EMCOR GROUP INC | 1.88% | $48.3M | 90,319 | $376.97 | $534.89 | +$20.9M |
M META | META PLATFORMS INC | 1.84% | $47.3M | 64,093 | $134.33 | $738.09 | +$9.2M |
F FIX | COMFORT SYS USA INC | 1.83% | $46.9M | 87,380 | $387.53 | $536.21 | +$20.6M |
A AVGO | BROADCOM INC | 1.81% | $46.6M | 168,928 | $49.32 | $275.65 | +$17.4M |