Lyons Small Cap Value Strategy Achieves Top Recognition
Lyons Wealth Management has recently celebrated a remarkable achievement, as its Small Cap Value Strategy received accolades for being the top-performing managed account composite over the past decade in the Small Value category. According to Morningstar, this portfolio emerged as the best among 131 managed account composites for the ten-year period. Furthermore, it has also been granted a prestigious 5-Star Overall Morningstar Rating™.
Track Record of Performance
Recognized for outstanding performance, the Lyons Small Cap Value portfolio's accomplishment is a testament to the firm’s strategic approach. The portfolio is expertly managed by Lyons Investment Management, showcasing a successful track record spanning varying market conditions.
Investment Philosophy and Approach
Sander Read, the CEO of Lyons Wealth, expressed pride in the 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 that seeks to outperform regardless of the market environment." This consistent performance is rooted in a disciplined stock selection process developed over several decades.
Stock Selection Process
Mark Zavanelli, CFA, the portfolio manager for the strategy, explained that the top performance is attributed to a meticulous selection process that identifies small-cap companies, where market inefficiencies often present great opportunities. The strategy utilizes a combination of quantitative inputs, including a proprietary GRAPES valuation model, along with thorough fundamental analysis to evaluate potential investments.
Portfolio Composition and Management
The Lyons Small Cap Value portfolio consists of around 50 holdings, strategically selected from mid, small, and micro-cap segments of the US equity market. This thoughtful composition is designed to optimize performance while navigating the complexities of market trends.
Accessibility for Investors
This investment strategy is accessible to individuals through separately managed accounts at notable broker dealers and custodians, including US Bank Global Custody, Schwab, Interactive Brokers, Morgan Stanley, Envestnet, SmartX, and Amplify. This broad availability ensures that a diverse range of investors can participate in the potential growth offered by this curated portfolio.
Learning More About the Strategy
Investors looking for more information about the Lyons Small Cap Value Portfolio can visit liaonswealth.com or refer to their fact sheet for detailed insights. For queries, Mark Zavanelli, the strategy manager, is available to assist.
Contact Information
Investors can reach Mark Zavanelli directly at (407) 951-8710 for discussions about the portfolio or to seek further clarification. Commitment to client service is a hallmark of Lyons Wealth Management.
About Lyons Wealth Management
Lyons Wealth Management, LLC is a registered investment advisor that operates from the heart of Florida. The firm is dedicated to serving a diverse range of clients through innovative and forward-thinking investment strategies aimed at responding to the dynamic investment landscape. Its status as an asset manager and sub-advisor underscores its commitment to excellence.
About Lyons Investment Management
As an affiliate of Lyons Wealth Management, Lyons Investment Management, Inc. offers comprehensive investment consulting services, managing various strategies to meet the diverse needs of its clients. The firm remains committed to ensuring that clients are equipped with the information necessary to make informed investment decisions.
Frequently Asked Questions
What is the Lyons Small Cap Value Strategy?
The Lyons Small Cap Value Strategy focuses on selecting small-cap companies that are undervalued, aiming for significant growth potential based on solid market analysis.
How does the Morningstar rating impact investors?
A high Morningstar rating indicates strong past performance and risk management, which can enhance investor confidence in the strategy.
Who manages the Lyons Small Cap Value portfolio?
The portfolio is managed by Lyons Investment Management, a dedicated affiliate of Lyons Wealth Management, under the leadership of Mark Zavanelli.
What types of assets does the portfolio include?
The portfolio typically holds around 50 stocks from mid, small, and micro-cap segments of the US equity market.
How can I learn more about investing with Lyons Wealth?
Interested investors can visit their website or contact Mark Zavanelli directly for further information and guidance about potential investment opportunities.
