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Equity Core SMA
Designed to outperform the S&P 500 by matching its downside volatility while aiming for superior upside. Invests in market-leading companies that consistently deliver steady, reliable growth across essential sectors.
The Equity Core SMA targets a diversified portfolio of high-quality companies across technology, healthcare, industrials, and consumer sectors — established businesses with steady revenue growth, strong balance sheets, and consistent earnings expansion that form the foundation of a well-constructed portfolio.
This is our balanced core strategy, designed for investors who want reliable growth with lower volatility than pure technology exposure. Holdings typically exhibit 12–15% revenue growth, proven profitability, strong free cash flow, and sector-leading positions across multiple industries.
Calendar Year Returns
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No obligations, no pressure — just a straightforward conversation about your goals and whether diversified quality growth investing is right for you.
Important Disclosures
Bull Run Investment Management, LLC (“BRIM”) is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The information presented is for informational purposes only and does not constitute investment advice, an offer to sell, or a solicitation of an offer to buy any securities.
Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal. The Equity Core SMA involves risk including the potential loss of principal. While more diversified than concentrated growth strategies, all equity investments carry market risk. This strategy may experience significant drawdowns and is not suitable for all investors.
Backtested performance (January 2008 – March 2021) is hypothetical and was derived by retroactively applying the strategy’s current methodology to historical data. Backtested returns do not represent actual trading, do not reflect the impact of actual market conditions on decision-making, and may not account for all material economic and market factors. Actual results may differ materially.
Live performance represents actual client account returns beginning March 23, 2021. Gross returns are presented before the deduction of the 1.50% annual advisory fee. Net returns reflect the deduction of the advisory fee on a quarterly average daily balance basis. Returns include reinvestment of dividends and capital gains. Individual client results may vary based on account size, timing of contributions and withdrawals, and other factors.
The S&P 500 Index is an unmanaged index of 500 large-capitalization U.S. stocks and is used as a benchmark for comparative purposes only. You cannot invest directly in an index. Index returns do not reflect fees, expenses, or trading costs.
For more information, including BRIM’s Form ADV Part 2A and privacy policy, please visit bullrunim.com or contact us at info@bullrunim.com.
Questions? Seeking Further Insight?
Connect with our team to discuss your goals. No obligations, no pressure — just a straightforward conversation about how we can help.
Questions? Seeking Further Insight?
Connect with our experts at BRIM.