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SMA
Stable Growth Through Diversified Market Leaders
Performance as of —. Gross of fees.
The Equity Core SMA seeks to deliver substantial long-term capital appreciation by concentrating capital in a focused portfolio of 20–25 publicly traded companies at the forefront of technological innovation. The strategy is designed for investors with a high risk tolerance and a long-term investment horizon who seek to meaningfully outperform the S&P 500 over rolling market cycles — accepting higher short-term volatility in exchange for significantly greater upside potential.
BRIM’s Core strategy targets the backbone of the global economy — blue-chip companies with durable competitive advantages, consistent 12–15% revenue growth, strong free cash flow, and market-leading positions across multiple sectors. The portfolio is broadly diversified across technology, financials, healthcare, consumer, and industrials, actively managed to balance growth potential with downside protection.
Technology & Software
Established tech leaders across semiconductors, cloud platforms, enterprise software, and digital advertising with proven business models.
Financial Services
Leading banks, exchanges, payment networks, and financial data providers with strong moats and recurring revenue streams.
Healthcare
Diversified healthcare companies spanning insurance, pharmaceuticals, and medical devices with recession-resistant demand.
Consumer & Retail
Market-dominant consumer brands and retailers with pricing power, scale advantages, and consistent earnings growth.
Industrials & Defense
Critical infrastructure, aerospace, and defense companies with long-duration government contracts and stable cash flows.
Media & Entertainment
Scaled content and streaming platforms with expanding subscriber bases, strong IP libraries, and growing advertising revenue.
| # | Ticker | Company | % NAV |
|---|---|---|---|
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Gross of fees
| Year | Core SMA | S&P 500 |
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| Period | Core SMA | S&P 500 |
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Hypothetical growth of $100,000 since January 2008. Dashed gold = backtested. Solid gold = live. S&P 500 shown for comparison.
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Important Disclosures
Bull Run Investment Management (BRIM) is a state-registered RIA in McLean, VA (CRD #306763). Past performance is not indicative of future results. All investments involve risk including loss of principal. Backtested performance (Jan 2008–Mar 2021) is hypothetical. Live performance begins March 23, 2021. Calendar Year and Annualized tables shown gross of fees unless toggled to net. Net returns reflect deduction of 1.50% annual advisory fee. The S&P 500 is used for comparative purposes only. For full disclosures visit bullrunim.com.