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Equity Growth SMA

Interactive Fact Sheet

Performance data, holdings, sector allocation, and strategy overview — updated quarterly.

As of Q4 2025 Interactive
BRIM Equity Growth SMA — Fact Sheet
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Equity Growth SMA

Fact Sheet

Bull Run Investment Management
As of —
Chart View:
Cumulative
(Live, Gross)
Cumulative
(Live, Net)
CAGR
(Live, Gross)
1-Year Return
(Gross)
Live Since
Growth of $100,000
Backtested Live S&P 500
Performance History Annualized where applicable · Net of fees (1.50% max)
Returns1 Mo3 Mo6 MoYTD1 Yr3 Yr5 Yr10 YrInception
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Strategy Overview

The Equity Growth SMA seeks to deliver strong long-term capital appreciation by maintaining a focused, high-conviction portfolio of 20–25 publicly traded companies demonstrating sustained above-market revenue growth of 15–25% annually — across established technology leaders and high-growth challengers in software, semiconductors, cloud infrastructure, and digital commerce.

The portfolio is actively managed and tactically rebalanced — adjusting market exposure and sector weights in response to macroeconomic conditions — with the objective of compounding capital at rates significantly above passive benchmarks over full market cycles.

Risk LevelModerate-Aggressive
BenchmarkS&P 500 TR
Holdings20-25
RebalanceTactical
Annual Fee1.50%
CustodianCharles Schwab
Min Investment$250,000
Exposure85%-110%
Calendar Year Returns Gross of fees
YearGrossNetS&P 500Excess
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Summary Performance
PeriodGrossNetS&P 500
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Portfolio Holdings as of
#
Ticker
Company
Weight
Sector Exposure
    Key Risk Metrics