Renaissance Investment Managers is focused on “Investing into Good Quality business that can deliver Sustainable Growth over the medium term to long term.” Their Investment style lends them to focus on good quality businesses that can deliver superior growth over longer term. They firmly believe Risk Management is central to an investment approach and as a result they are focused on generating superior risk adjusted returns.
Renaissance Investment Managers are bottoms up investors and as a result, their portfolios tend to have high tracking error and are sector agnostic. Their strength lies in investing into high growth companies in India that can become large caps/ mega caps over a period of time. They believe that successful companies demonstrate leadership qualities at an early stage of their life cycle and staying invested in them for long term can be extremely rewarding. Thier long term approach and ability to think about themselves as owners of business rather than investors, in the decision making framework ensures that we over look short term volatility in stock prices and focus on the value of underlying business.