Renaissance Investment Management, an investment management company, released its Q4 2025 “Large Cap Growth Strategy” investor letter. The strategy faced a difficult fourth quarter of 2025, underperforming both the S&P 500, which gained 2.7%, and the Russell 1000 Growth Index as market leadership remained concentrated in a small group of mega-cap technology companies tied to artificial intelligence. Although equities extended their rally for a third consecutive quarter, the broader market remained weak, with nearly 60% of Russell 1000 Growth constituents posting negative returns....
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