Renaissance Investment Management, an investment management company, released its Q3 2026 investor letter for "Large Cap Growth Strategy." The letter can be downloaded here. Stocks showed modest gains in Q3, with the S&P 500 up 2.3%. Energy, Technology, and Health Care sectors excelled, while Utilities, Industrials, Real Estate, and Consumer Discretionary lagged. Market breadth was narrow, with many stocks remaining significantly below their 52-week highs. The Russell 1000 Growth returned 0.9%, while large-cap stocks outperformed small-cap. Bonds experienced negative returns as 30-year U.S. Treasury yields rose, influenced by fiscal concerns and geopolitical tensions.
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