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Perspectives from Bull Run

A considered view
of what matters.

Explore our latest perspectives on markets, investing, and the financial decisions that shape your future.

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New to Bull Run? Read these five first.

How we pick fast-growing companies, how we think about AI, and how the strategies have done. About 37 minutes in total.

Picked by Chris Passarelli, founder and portfolio manager.

    Year in review

    Our year-end reviews

    Once a year we look back at the markets and at all four strategies, and say what we expect next.

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    Where to go from here.

    The strategiesSee what we ownInnovation, Growth, Core and Low Volatility, side by side.→ SMA performanceCheck every numberDaily returns for all four strategies against the S&P 500 and Nasdaq 100.→ Client resourcesForms, guides and answersThe intake form, the questionnaire, fees and every client document.→ Client onboardingHow to get startedTwo forms and a call, then your proposal and your accounts at Schwab.→
    The information presented in these articles is for informational purposes only and does not constitute personalized investment advice. All investment decisions should be based on an investor's specific financial situation, objectives, and risk tolerance. Performance figures in articles are as of the date written and are shown gross of advisory fees unless noted; net returns will be lower. Past performance is not indicative of future results.