.png){kind=spacer}
Search Bull Run
SMA
Capital Preservation Through Defensive Market Leaders
Performance as of —. Gross of fees.
The Equity Low Volatility 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 Low Volatility strategy targets the most resilient businesses in the economy — companies with 7–12% steady revenue growth, strong balance sheets, consistent dividend histories, and pricing power that protects margins during downturns. The portfolio is broadly diversified across defensive sectors, actively managed to minimize drawdowns while participating in long-term market appreciation.
Consumer Staples
Essential consumer brands with pricing power, global distribution, and recession-proof demand across food, beverage, and household products.
Healthcare & Pharma
Diversified healthcare companies, pharmaceutical leaders, and medical device makers with stable demand and strong cash flow generation.
Industrials & Utilities
Critical infrastructure, waste management, and utility companies with regulated revenue, long-duration contracts, and dividend stability.
Financial Data & Payments
Payment networks, financial data providers, and insurance companies with recurring revenue and high barriers to entry.
Real Estate & REITs
Infrastructure REITs and storage companies with inflation-protected leases, high occupancy rates, and growing dividend streams.
Defensive Technology
Mature, profitable technology companies with dominant market positions, strong free cash flow, and shareholder-friendly capital return programs.
| # | Ticker | Company | % NAV |
|---|---|---|---|
| Loading holdings… | |||
Gross of fees
| Year | Low Volatility SMA | S&P 500 |
|---|
| Period | Low Volatility SMA | S&P 500 |
|---|
Hypothetical growth of $100,000 since January 2008. Dashed gold = backtested. Solid gold = live. S&P 500 shown for comparison.
.png)
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 2021) is hypothetical. Live performance begins April 16, 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.