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Equity Growth SMA
Designed to outperform the NASDAQ 100 and S&P 500 by delivering comparable downside volatility while capturing greater upside potential. Targets large-cap companies with substantial market presence and strong growth trajectories.
The Equity Growth SMA targets large-cap technology leaders that dominate their industries — semiconductors powering the AI revolution, software infrastructure running the enterprise, streaming platforms reshaping media, and digital payments transforming commerce.
This strategy balances aggressive growth with established market leadership. Holdings typically exhibit 15–25% revenue growth, proven business models, strong free cash flow generation, and dominant competitive positions in large, growing end markets.
Calendar Year Returns
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No obligations, no pressure — just a straightforward conversation about your goals and whether large-cap 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 Growth SMA involves risk due to its concentrated large-cap growth equity focus. This strategy may experience significant drawdowns and is not suitable for all investors.
Backtested performance (January 2008 – March 2020) 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 24, 2020. 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.