Lyons Wealth Management's Small Cap Value Strategy Rises to the Top
Lyons Wealth Management has made headlines for its exceptional performance in the world of finance. The firm announced that its Small Cap Value Strategy has been recognized as the leading managed account composite in the Small Value category. This prestigious ranking was awarded by Morningstar, which highlighted Lyons Small Cap Value's remarkable performance over the past decade.
An Impressive Ten-Year Record
According to the recent findings, the Lyons Small Cap Value portfolio secured the top spot among 131 managed account composites for the ten-year period closing on June 30, 2024. This accomplishment showcases not just consistency but also a deep-seated commitment to excellence in investment management. Additionally, the composite has received a 5-Star Overall Morningstar Rating, further solidifying its esteemed position within the investment community.
Leadership Voices Pride in Success
Sander Read, the CEO of Lyons Wealth Management, expressed pride in the firm’s achievement, stating, "The past ten years have seen a variety of market conditions, and we are proud to have come out on top of the peer group in Small Cap Value. It’s a testament to our investment philosophy which seeks to outperform regardless of market fluctuations. The long and successful track record of this strategy demonstrates how a consistent process can win over time."
Deep Expertise in Stock Selection
Portfolio manager Mark Zavanelli, CFA, emphasized that their strong performance is a reflection of their disciplined stock selection process honed over decades. He noted, "Small caps are where the market is least efficient, and there are thousands of candidates to choose from. Finding companies with the right profile for success is crucial and can lead to an outperforming portfolio." This approach not only showcases their dedication to rigorous analysis but also their capability in navigating the complex landscape of small-cap investments.
Portfolio Composition and Strategy
The Lyons Small Cap Value portfolio consists of around 50 carefully selected holdings from the mid, small, and micro-cap sectors of the US equity market. The strategy they employ integrates quantitative measures through their proprietary GRAPES valuation model, combined with in-depth fundamental analysis of each company, ensuring all angles of potential investment are explored.
Investment Opportunities Available
Investors interested in the Lyons Small Cap Value strategy can access it as a separately managed account, offered through leading broker-dealers and custodians, as well as via Turnkey Asset Management Platforms (TAMPs). Currently, Lyons Wealth Management has active partnerships with a variety of financial institutions including US Bank Global Custody, Schwab, Interactive Brokers, Morgan Stanley, Envestnet, SmartX, and Amplify.
Learn More About the Strategy
For further details about the Lyons Small Cap Value Portfolio, potential investors can explore more on their company website. They can also find an informative fact sheet that provides deeper insights into performance metrics and investment philosophy, available on their resources page. The commitment to transparency is evident as Lyons Wealth Management invites inquiries directly through their team.
Contact Information
For any questions or to learn more about investment opportunities, individuals can reach out to Mark Zavanelli at (407) 951-8710 or through email at mzavanelli@lyonsinvest.com. The Lyons team is dedicated to assisting investors in understanding their investment options and aligning them with personal financial goals.
About Lyons Wealth Management
Lyons Wealth Management, LLC is a registered investment advisor that acts as both an asset manager and a sub-advisor for a diverse range of clients and investment professionals. Known for their innovative, forward-thinking investment strategies, the firm adapts to the evolving investment landscape while maintaining a focus on client success.
About Lyons Investment Management
Lyons Investment Management, Inc. operates as an SEC-registered investment adviser, managing distinct accounts and model-driven strategies. As an affiliate to Lyons Wealth Management, they bring additional value to the offerings and strategies available to clients.
Frequently Asked Questions
What is the Lyons Small Cap Value Strategy?
It is an investment strategy that focuses on small-cap stocks and has recently been ranked as the best performing in its category over the last ten years.
How does the Morningstar Rating work?
The Morningstar Rating is calculated based on risk-adjusted returns over specific time periods, rewarding consistent performance and placing a notable emphasis on downward variations.
Who can invest in the Lyons Small Cap Value portfolio?
Investors can access the strategy via separately managed accounts through major broker-dealers and custodians or through Turnkey Asset Management Platforms.
What makes the Lyons investment philosophy unique?
The firm prides itself on disciplined stock selection, utilizing both quantitative and fundamental analysis to choose the most promising companies.
Who can potential investors contact for more information?
Mark Zavanelli is available for inquiries at (407) 951-8710 or via email at mzavanelli@lyonsinvest.com.
