| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 20, 2026 | Renaissance Investment Management – International Small Cap Equity | - | - | GTX, MEOH, SIMO, VET | China, emerging markets, energy, international, semiconductors, small caps, value | ARIS MEOH GTX SIMO VET |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 22, 2026 | Fund Letters | Renaissance Investment Management - International Small Cap Equity | Vermilion Energy | Oil & Gas E&P | Oil & Gas Exploration & Production | Bear | Toronto Stock Exchange | Canada, Commodity Exposure, Earnings miss, energy, exit, Oil & Gas Exploration & Production, production growth, Underperformance | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||