.png){kind=spacer}
Search Bull Run
Four Actively Managed SMAs for High-Growth Public Equities
Our actively managed portfolios are built to outperform traditional benchmarks by investing in leading publicly traded equities. Each strategy is offered as a Separately Managed Account — delivering direct ownership, personalized implementation, and precise tax management.
Four Strategies. One Research Engine.
BRIM’s proprietary SMA suite — four equity strategies spanning aggressive growth to defensive income, all managed in-house from the same bottom-up research process. Available directly to individual clients and to financial advisors through Charles Schwab.
You Own the Stocks. Not a Fund That Owns the Stocks.
Most advisors outsource your money to third-party fund managers, wrap it in a model portfolio, and call it investment management. You end up owning layers of funds, paying layers of fees, and holding positions you can’t see, can’t control, and can’t tax-manage. A Separately Managed Account changes all three.
Pick Your Spot on the Spectrum.
Each strategy is built for a specific place on the risk-return curve. Aggressive growth, moderate tracking, defensive stability — same research engine, different design goals. Most clients blend two or three of these strategies to match their situation.
Mar 24, 2020
Revenue growth threshold: 25%+
Apr 14, 2022
Revenue growth threshold: 15–25%
Mar 23, 2021
Revenue growth threshold: 12–15%
Apr 16, 2021
Revenue growth threshold: 7–12%
Four Strategies. Five Portfolios.
Your personal portfolio isn’t one strategy — it’s a blend of them, matched to your tolerance and timeline. After a risk assessment, you’re assigned one of five tiers, each mapping to a specific mix. Click any tier below to see how it’s built.
$100,000 Invested. Live Results.
Each strategy’s actual live performance, starting from $100,000 invested at live inception. Gross of fees, daily-updating from our performance database. Strategies started on different dates — each line begins at its own launch.
Bottom-Up. Fundamental. In-House.
Every name in every strategy goes through the same four-step process. No outsourced research, no third-party screens, no model-portfolio shortcuts. The word “proprietary” means Chris picks every position himself, based on the same fundamental framework that’s been refining across a decade of strategy work.
Each strategy has a specific revenue-growth threshold — 25%+ for Innovation, 15–25% for Growth, 12–15% for Core, 7–12% for Low Vol. The universe starts with companies clearing their threshold for at least four consecutive quarters.
Bottom-up fundamental analysis — business model, competitive moat, unit economics, management quality, total addressable market, path to durable profitability. Each candidate gets a written thesis before it’s eligible for a position.
Positions are conviction-weighted within bounded ranges — typically 3–7% per name, with the highest-conviction positions running to the top of the band. No single name exceeds roughly 10% at cost. Strategies hold 20–35 names depending on design.
Every quarter, every name is re-tested against its thesis. When revenue-growth drops below threshold or the business-model thesis breaks, the position is cut. No anchoring to entry price, no waiting-to-get-back-to-breakeven. Process-driven.
Two Doors. Pick Yours.
Whether you’re evaluating BRIM as an individual investor or as an advisor allocating for your clients, the next action is different. Take the one that fits.