Lyons Enhanced Yield
Investement Strategy
Design to Deliver Cash Flow to Investors

Strategy Summary

A tax-smart income solution that targets high current income through the use of portfolio margin with a measure of downside protection. The Lyons Enhanced Yield Strategy is designed to provide a high level of current income, independent of market direction, that is measurable and consistent for investors. The income produced has better tax efficiency than bond income, and capital appreciation is considered a secondary objective. The portfolio is levered, holds individual dividend-paying stocks, and risk is controlled through the use of options strategies to hedge against downside volatility. The strategy targets an above average net yield and is fully liquid with no capital call obligations.

12 Month Cash & Levered Yield as of 1/31/23
12 Month Cash Yield 12 Month Notational Yield
15.34% 5.51%


Strategy Terms

Strategy Assets $140 Million
Fund Structure SMA
Minimum Investment $250,000
Key Objectives
  • 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

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