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Lyons Enhanced Yield Strategy

Strategy Summary

A tax-smart income solution that targets high current income through 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 payment 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 options strategies to hedge against downside volatility. The plan targets an above-average net yield and is fully liquid with no capital call obligations.

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Strategy Terms

Strategy Assets $70 Million
Fund Structure SMA
Minimum Investment $250,000
Key Objectives
  • Delivering consistent, reliable cash flow
  • Each position is fully hedged to control downside exposure.
  • Fully liquid
  • No lockup period, no capital calls

Management Team

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Sander Read
President and Chief Executive Officer
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Corey Roun
Sr. Director of Trading & Derivatives Strategies

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