You can access today’s global opportunities through a wide range of global investment funds.
Renaissance Investments has growth and value offers, all-in-one global portfolios and an innovative global infrastructure fund. Depending on the investor, one, two or several of these products can be introduced to complement your existing portfolios.
Managed by RARE Infrastructure Limited
This fund looks for capital growth and income by investing in companies throughout the world that are involved in the development, maintenance, servicing and management of infrastructure. Its investments include everything from oil and gas to airports to toll roads and water management. Portfolio manager RARE prefers investing in lower risk infrastructure and regulated assets. This fund is also available in a currency neutral version.
Managed by multiple managers
This portfolio offers a strategic mix of some of Renaissance Investments’ top global funds. The funds in the portfolio complement each other to generate potentially higher expected returns in all types of economic cycles. The portfolio’s diversification across investment manager, investment style, asset class and region further reduces the risks associated with investing in just one manager, style, asset class or market. To maintain the optimal weighting of each of the funds, this all-in-one global solution portfolio is rebalanced regularly. This fund is also available in a currency neutral version.
Managed by Walter Scott & Partners Limited
This fund looks for high-quality companies with a high return on equity in industries enjoying above-average, sustainable growth. Stock selection is based almost entirely on internal research because of the focus on long-term results. Manager Walter Scott & Partners screens more than 3,000 companies with its own proprietary financial analysis tools. This fund is also available in a currency neutral version.
Managed by David Winters, Wintergreen Advisers, LLC
Opportunities can exist in many different forms. With its “go anywhere, buy anything” mandate, the Renaissance Global Markets Fund is dedicated to seeking out the best opportunities in the global market, unconstrained by benchmark, sector or region. Managed by Wintergreen Advisers, this fund adds significant value by actively searching for companies currently out of favour with the broader market; in particular, undervalued or distressed companies along with arbitrage opportunities that are showing signs for significant recovery. The result is a highly concentrated portfolio of holdings that is less correlated to market returns than typical active mandates.
Managed by NWQ Investment Management Company, LLC
This fund differentiates between overlooked, misjudged companies and those that have been fairly valued at a lower price. Portfolio manager NWQ is catalyst driven. It seeks to know the means, mechanism or method to unlock the value, and to know this before it becomes evident to other investors.
Managed by Aletheia Research and Management, Inc.
The fund delivers the time-tested investment methodologies of Aletheia Research and Management, Inc. Aletheia, the classic Greek word for “truth and disclosure”, signifies the importance the firm places on proprietary research, which has led to their recognition as one of the top growth managers in the United States. This fund is also available in a currency neutral version.
Managed by Cohen & Steers Capital Management, Inc.
This fund seeks long-term capital growth by investing primarily in equity securities of companies throughout the world that are involved in, or that indirectly benefit from, management companies, commercial, industrial, and residential properties, or other investment in the real estate sector. This fund is also available in a currency neutral version.
Managed by multiple managers
This all-in-one portfolio offers optimal global diversification and long-term growth potential with approximately 20% fixed income exposure. It has the ability to invest in different economic environments in a single global solution.
Managed by multiple managers
This all-in-one portfolio offers growth potential through extensive foreign diversification while providing some exposure to fixed Income. It could be used to complement a core Canadian strategy.
Renaissance Global Infrastructure Fund
