Renaissance
Renaissance IM International Small Cap Equity
International Small-cap
Jun 2025 → Jun 2026
Our archive holds 2 letters from this strategy, behind 1 investment thesis and positions in 6 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in 2 years — follow all of Renaissance for every strategy.
What it bought and sold
- New positionQinetiQJun 2026
Western Europe 28.3% 4.5% QinetiQ, TGS Asia/Pacific 27.1% 3.2% ReNew Energy Global (Marui) North America 23.5% -4.5% (Vermilion Energy)
- AddedTGSJun 2026
During the quarter, we purchased TGS (Norway), an energy data and services provider.
- New positionReNew Energy GlobalJun 2026
Western Europe 28.3% 4.5% QinetiQ, TGS Asia/Pacific 27.1% 3.2% ReNew Energy Global (Marui) North America 23.5% -4.5% (Vermilion Energy)
- New positionMarui GroupJun 2026
Western Europe 28.3% 4.5% QinetiQ, TGS Asia/Pacific 27.1% 3.2% ReNew Energy Global (Marui) North America 23.5% -4.5% (Vermilion Energy)