Mr. Read is the Chief Executive Officer of Lyons Wealth. As Lead Portfolio Manager and CIO, he is responsible for overseeing the development, management, and distribution of the firm’s investment strategies. He is the head of the firm’s investment committee for all investment strategies, including equities and derivatives. He serves as co-portfolio manager of the Catalyst/Lyons Tactical Allocation Fund, along with several other programs. In 2009 Mr. Read introduced a small sub-advisor which focused in the tactical space to several large national wirehouses. Within 24 months, he, and his national team of business development professionals, raised over a billion of AUM in that program alone. In 2012 the firm introduced its own, internally developed, tactical program to the market in both mutual fund and separately managed account formats. Nationally recognized as the Catalyst/Lyons Tactical Allocation Portfolio, the funds have received accolades and prestigious rankings from various news outlets and fund evaluation services. Specifically including a “5 Star” rating by Morningstar over the past 10 years1 ; 3 “America’s Top Performers – 10 Year” by Thompson Reuters Lipper Fund Awards2; 3 “REFINITIV” Lipper Fund Awards for 2016, 2018, and 20193; “Investors Choice – 10 Year Anniversary” Award for 2021 Top Performers – Equity Category4. After years of continued refinement and updating, the firm has introduced the latest iteration of its strategy, known as the “Lyons Enhanced Yield”. This unique and innovative strategy seeks to provide consistent, reliable, and measurable cash flow to investors with the added benefit of controlled downside protection using position specific collars. The strategy is managed as an SMA and has a target annual yield to investors of 12 -15% with no lock-up period or capital calls. Mr. Read began his career as a Wealth Manager for the Private Client Group (PCG) at Merrill Lynch, managing both institutional and individual assets. In 1997, he transitioned to become the Chief Executive Officer and lead portfolio manager for his own firm, specializing on derivative overlay strategies for high net worth clients with concentrated stock positions. Mr. Read is a graduate of Phillips Exeter Academy, holds a BA in Economics and French from Lake Forest College, where he was also a James S. Kemper Scholar for Business and Economics. He completed the Executive Management Program at Rollins College, along with executive programs at Northwestern Kellogg and Harvard University. Mr. Read designed and has continued to develop and refine the unique investment strategies over the course of his 30 year career.
1 The Catalyst Lyons Tactical Allocation Fund has been awarded 5 Stars by Morningstar for 10 years through December 2022 2 “America’s Top Performers” by Thompson Reuters Lipper Fund Awards for 5 years, 2019 3 “REFINITIV” Lipper Fund Award for 2016, 2018, 2019 for highest consistent return value among 351 funds for the 5 years ending 11/30/2017 4 “Investors Choice – 10 Year Anniversary” Award. 2021 Top Performers Award – Equity Category best fund under 100m
Are you missing out on this market rally? Wall Street has seen a surge in small-cap stocks lately, with the Russell 2000 index climbing over 10.7% in the past month versus 5.5% gains in the S&P 500 and 6.1% uptick in the Nasdaq Composite. This rally coincides with cooling inflation data and hopes for Fed rate cuts in 2024. We utilize our Fundamental Process, including our proprietary GRAPES valuation model, to screen the universe of mid, small and micro-cap companies, use the link below for more information.
Lyons Small Cap Value Fund >>
Delivering consistent, reliable cash flow, Each position is fully hedged to control downside exposure, Portfolio net yield target of 12-15% annually, Fully liquid No lockup period, no capital calls
Greater long-term upside capture through sustained full market participation and full equity allocations to multi-year, continuous time periods
The Fund’s objective is to seek total return from long-term capital appreciation and current income.
Investing in income generating common and preferred stocks and corporate bonds with long-term holding periods intended to optimize tax efficiency
Targets long term growth of capital through buying undervalued small and mid cap companies with improving business prospects.
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CoinDesk Large Cap Select Index (DLCS), designed to measure the market capitalization weighted performance of some of the largest and most liquid digital assets that meet pre-defined trading and custody requirements.