Small Cap Value Investment Strategy
Designed for investors seeking growth potential in promising emerging companies.
Ranked #1 in peer group for 10-year performance.
Lyons Wealth Can Help You Reach Your Small Cap Investment Goals
What Is Small Cap Investment?
Small-cap companies generally have market capitalizations between $300 million and $2 billion.
While these investments involve greater volatility, they have historically delivered stronger long-term growth potential than larger companies.
Why You Should Invest
Our strategy targets undervalued companies with strong fundamentals, conservative balance sheets, and significant growth potential.
Proprietary screening models help identify companies positioned to benefit from favorable economic trends.
GRAPES Analysis
GRAPES (Growth Rate Arbitrage Price Equilibrium System) is our proprietary valuation framework designed to identify undervalued opportunities.
The model evaluates profitability, leverage, and valuation metrics to uncover companies trading below intrinsic value.
Past Performance
The strategy has earned a 5-star Morningstar rating and ranked #1 among managed account composites over the ten years ending June 30, 2024.
View Performance Data
Who We Work With
- Multi-Generational Wealthy Families
- Corporate Executives
- Successful Individuals
- Business Owners
- Charitable Fund Fiduciaries
- Investment Professionals
