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Equity Growth SMA
Growth SMA Brochure
Investment thesis, performance history, current holdings, sector allocation, and risk profile for the Growth SMA.
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As of Q4 2025
Equity Growth SMA
Investment thesis, performance history, current holdings, sector allocation, and risk profile for the Growth SMA — targeting large-cap leaders with 15–25% revenue growth.
StrategyEquity Growth SMA
Risk ProfileModerate Aggressive
Revenue Target15–25%
BenchmarkNASDAQ 100 / S&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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