About Company
Renaissance Investment Managers Private Limited
Investing and long-term wealth growth are fundamental to our lives. They focus on high-quality firms that can generate better long-term growth in the search for exceptional investment opportunities. Rather than investors, they like to conceive of themselves as business owners. They think that risk management should be at the heart of every investing strategy, and they aspire to achieve better risk-adjusted returns.
Renaissance India Next Fund III – India Growth 2.0
Fund Snapshot
| Type of Fund | Cat III AIF |
| Fund Category | Long Only, Focused Multicap |
| Tenure | 6 years from launch + 1 year + 1 Year |
| Investment Style | Growth (SQGARP) |
| Investment Options | Lump sum & Drawdown Options |
| Lock in Period | 2 years from final close |
| Exit Load | 2-3yrs: 3% | 3-4yrs: 2% | After 4yrs: NIL |
| Custodian & Fund Accountant | Kotak Bank |
Fund Overview
Renaissance India Next portfolio is a Dynamic Thematic Portfolio. The portfolio adopts a theme that is driven by macro-economic factors and constructs a focused portfolio on a bottom-up basis with the underlying theme. Thus, the portfolio achieves the right blend of top-down approach towards theme selection and bottom’s up approach towards stock selection.
At the same time, the portfolio manager changes the underlying theme of the portfolio every 3 years based on the changes in the macro-economic fundamentals thus making sure that at any point of time the theme of the fund is aligned with prevailing macro-economic fundamentals and drivers.
Our current theme is ‘Growth & Income’ which is blend of Investing into High Growth Business in India (Growth Portfolio) at the same time given high inflationary macro backdrop have an Inflation Hedge (Income generating) Equity Portfolio of companies with strong pricing power. This approach highlights how Renaissance PMS balances growth with stability for long-term investors.
Investment Process
Stock Universe
- Growth Prospects
- Quality of the Business
- Management Quality
- Corporate Governance
- Track Record of the Business
Research
- Sector Research
- Company Research
- Management Meeting & Review
- Valuations
- Analyst Fair Value
- Investment Recommendation
Portfolio Construction & Monitoring
- Portfolio Construction based on best ideas on bottoms up basis and in line with Investment Objectives and Risk Limits
- Portfolio Monitoring
Risk Management
- Managing various risks
- Quality Risk
- Price Risk
- Volatility Risk
- Liquidity Risk
Investment Framework: Sustainable Quality Growth At Reasonable Price
Sustainability
- Companies with Sustainable & Durable Business Models
Quality
- Superior Quality Businesses as demonstrated by Competitive edge, Pricing power, ROE, FCF
- Good Quality and Competent management teams
Growth
- Business that can deliver Superior Growth over Medium term to Long term
Price
- Ability to invest at Reasonable Valuations. Fair Value approach to valuations
- Focus on Economic Value of Business
Investors’ support system
Client Onboarding
Physical & Digital Onboarding is available
Distributor’s Login Portal
Distributors will be provided with the Login to CAMS Portal for downloading SOA
Monthly Communication
Investor will be provided with monthly performance updates through Fact sheets and Statement of Accounts
Escalation Matrix
Level 1: Partner Sales & Customer Service Team
Level 2: Renaissance Customer Service Team
Level 3: Renaissance Sales Team
Level 4: Renaissance Fund Manager Engagemen
