Disciplined, Conservative, Value-Oriented Investing

905.844.8720
info@lyonsasset.ca

 

Welcome

Lyons Asset Management, founded in 2005 by Michael Lyons, CFA, provides discretionary portfolio management services to investors seeking a disciplined, conservative value-oriented approach to the management of their investment savings.

Our core benefit to clients is our ability to apply a consistent and prudent approach to the management of their portfolios through the ups, and especially the downs, of market cycles due to our disciplined, unemotional investment process. At all times, we are less concerned about the near-term movement of the market in general than in our comfort level with the risk/reward profile of the assets in which we are presently invested. We are bottom-up investors driven by price, accepting that prediction is difficult, especially about the future.

It’s All About Risk Management

Through over twenty years in the financial industry, Mike Lyons has stayed true to his principles and honed his investment philosophy of disciplined, conservative, value-oriented investing. The overriding principle that drives the investment process is that risk undertaken must be attractive relative to the potential reward.

Mike is willing to miss euphoric markets that seem like easy money if the risk/reward trade-off is askew—see this article from January of 2000 discussing why Mike did not own technology stocks at that time:

Risk is a Four Letter Word

Mike is equally willing to ride through difficult markets if his assessment is that low prices already reflect any required pessimism from challenging economic circumstances—see this blog post from November of 2008 discussing why he wasn’t selling into the depressed markets:

Risk is Mispriced

If you are willing to take a long-term approach to your investments and are seeking a manager you can trust to take a disciplined, conservative, value-oriented approach to the management of your portfolio, give us a call. We’d be happy to arrange a personal consultation to see if we’d be a good fit for your investment savings.

 

 

Latest Blog Post

November 03, 2014

......the benefit of having lived and advised through many different up and down market cycles is real.

...
Read more >>