Kiran Ellis has worked at Lyons Wealth Management since March of 2021. He is currently majoring in Economics and minoring in Mathematics at Rollins College in Winter Park where he will also earn a Master’s in Business from the Crummer Graduate School of business.
Mr. Ellis is responsible for creating, updating, and maintaining analytical marketing materials at Lyons Wealth Management. Mr. Ellis also performs market research for the various portfolios the firm runs. He has an active and crucial role at Lyons Wealth Management by assisting the portfolio managers, being involved in client interaction, and assisting in the day-to-day activity.
Kiran enjoys playing Ice Hockey in his free time and is also on the Investment Club at Rollins College.
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 one 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.
Did your advisor say sell and diversify? Keep your stock with Lyons Income Overlay. You don't have to diversify with our cusotmized solution for large concentrated stocks.
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.