Company Summary
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.
Source：Lyons Asset Management
Unique Value Proposition
Disciplined. Conservative. Value-Oriented. Those words do not simply form our slogan, they represent the core of our investment philosophy. We are disciplined because we believe that investing must focus first and foremost on risk management and investors’ risk profiles. We are conservative because we care primarily about preservation of capital and the undertaking of only those investments that make sense from a risk-reward perspective. And we are value-oriented, perhaps due to our accounting training, because we always wish to pay only what a story is worth or less, never more, no matter how enticing the story.
Source: Lyons Asset Management
AUM ($Bil)
NA
Year Founded
2005
Key Personnel
Michael Lyons, Founder and Chief Investment Officer
Peter Timsans, President
Ian McLean, Research Analyst
Address
402-277 Lakeshore Rd. East
Oakville, Ontario
ON L6J 1H9