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Equity Innovation SMA
Innovation SMA Brochure
Investment thesis, performance history, current holdings, sector allocation, and risk profile for the Innovation SMA.
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As of Q4 2025
Equity Innovation SMA
Investment thesis, performance history, current holdings, sector allocation, and risk profile for the Innovation SMA — Bull Run's highest-growth strategy targeting 25%+ revenue growth companies.
StrategyEquity Innovation SMA
Risk ProfileAggressive
Revenue Target25%+
BenchmarkS&P / NDX / BVP Cloud
As ofQ4 2025
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The Innovation SMA accepts greater volatility than its benchmarks in exchange for potentially significant upside. Past performance is not indicative of future results. All investments involve risk. 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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