Renaissance Investment Management Small Cap Growth Strategy’s Q1 2025 Investor Letter

Renaissance Investment Management, an investment management company, released its Q1 2025 “Small Cap Growth Strategy” investor letter. The S&P 500 has not seen a “correction” since 2023, yet such events are usual every two years. While the firm continues to identify solid investment opportunities, especially in high-quality, fairly priced stocks that have lagged major market indices for several years. As uncertainty around the impact of the economic policies of President Trump weighed on sentiment, the Russell 2000 Growth Index declined in the quarter. While the strategy also declined in the quarter but outperformed the index. For more information on the fund’s best picks in 2025, please check its top five holdings.

A copy of Renaissance Investment Management Small Cap Growth Strategy’s Q1 2025 investor letter can be downloaded here.