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Renaissance Investment Management Small Cap Growth’s Q2 2025 Investor Letter

Renaissance Investment Management, an investment management company, released its Q2 2025 “Small Cap Growth Strategy” investor letter. The stock market was highly volatile in the second quarter. The unexpected tariff announcement panicked the market, causing stock prices to drop 7% from April 2 to April 7. The market experienced a dramatic recovery following the Trump Administration's backing away from some of its more extreme tariff proposals. Sound corporate earnings levels and solid economic data suggest positive economic growth ahead. The Russell 2000 Growth Index rallied in the...