Renaissance Investment Management Large Cap Growth Strategy’s Q3 2025 Investor Letter

Renaissance Investment Management, an investment management company, released its Q3 2025 “Large Cap Growth Strategy” investor letter. Stock prices continued to rally in the third quarter, with the S&P 500 climbing to all-time highs during September. The Russell 1000 Growth returned 10.5% and the S&P 500 returned 8.1% in the quarter. However, the strategy underperformed both the Russell 1000 Growth benchmark and the S&P 500. For more information on the fund’s top picks in 2025, please check its top five holdings.

A copy of Renaissance Investment Management Large Cap Growth Strategy’s Q3 2025 investor letter can be downloaded here.