Lyons Tactical Allocation Strategy


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A Different Approach to Tactical Investing

The tactical investment style is a broadly defined category with a wide array of strategies and asset classes. From the ashes of the 2008 market crash arose a proliferation of tactical strategies that employ quantitative models to adjust asset classes and sectors, mostly through the use of index ETFs, with the goal of avoiding market declines.

At Lyons, we believe in the power of long-term equity value investing, but recognize that a buy-and-hold approach is subject to harmful losses during periods of sustained market declines. In our view, the prudent use of tactical allocation is to maximize the opportunity for investment compounding for as long as possible, and attempt to minimize the impact of only the larger market declines that harm cumulative returns.

Available as a
Separately Managed Account

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Available as a Subadvised
Mutual Fund

Lyons serves as the subadvisor to the Catalyst/Lyons Tactical Allocation Fund, employing the Lyons Tactical Allocation strategy designed and developed in-house by our own team of professionals. For information on the Fund, please click the link below to be redirected to an external website.