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Search Bull Run
SMA
Proven Growth Leaders Driving the Global Economy
Performance as of —. Gross of fees.
The Equity Growth SMA employs a systematic methodology focused on well-established, high-growth companies that are strategically positioned to drive the global economy. The strategy targets businesses with 15–25% annual revenue growth across technology, healthcare, and consumer sectors — companies with proven trajectories, expanding margins, and market leadership that can compound wealth through full market cycles.
BRIM’s Growth strategy focuses on companies that have already proven their business models and are scaling profitably. Unlike the Innovation SMA which targets earlier-stage hypergrowth, the Growth SMA invests in established market leaders with 15–25% revenue growth, strong free cash flow generation, and durable competitive advantages. The portfolio is actively managed with disciplined sector allocation and rebalanced to optimize risk-adjusted returns.
Internet & Information
Companies that influence the creation and dissemination of information globally, revolutionizing media, advertising, and digital interactions.
Software Infrastructure
Enterprise software platforms and cloud infrastructure enabling mission-critical business operations at scale.
Semiconductors
Industry-leading chip designers powering AI, data centers, telecommunications, and next-generation computing.
Cybersecurity
Enterprise security platforms protecting organizations against increasingly sophisticated digital threats and compliance requirements.
Payment Services
Scaled payment networks and financial platforms processing trillions in global transaction volume annually.
SaaS & Streaming
Subscription-based software and media platforms with high recurring revenue, strong retention, and expanding margins.
| # | Ticker | Company | % NAV |
|---|---|---|---|
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Gross of fees
| Year | Growth SMA | S&P 500 |
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| Period | Growth 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–Apr 2022) is hypothetical. Live performance begins April 14, 2022. 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.