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Equity Core SMA
Core SMA Brochure
Investment thesis, performance history, current holdings, sector allocation, and risk profile for the Core SMA.
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As of Q4 2025
Equity Core SMA
Investment thesis, performance history, current holdings, sector allocation, and risk profile for the Core SMA — investing in market-leading companies with 12–15% revenue growth.
StrategyEquity Core SMA
Risk ProfileModerate
Revenue Target12–15%
BenchmarkS&P 500
As ofQ4 2025
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Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal. For additional information about Bull Run Investment Management, including fees, services, and disciplinary history, please refer to our Form ADV at adviserinfo.sec.gov or contact us at (703) 344-6844.
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