Is­sachar Fund (LIONX)

Daily Decision-mak­ing PRO­TECTS AS­SETS

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much of to­day’s world of fi­nan­cial ad­vis­ing re­lies on the mantra “invest for the long term,” some ad­vi­sors take a daily ap­proach to mon­i­tor­ing risk ex­po­sure and rate of re­turn in an ef­fort to guard the as­sets un­der their man­age­ment.

Dex­ter P. Lyons, port­fo­lio man­ager of the Is­sachar Fund (LIONX), is one of those ad­vi­sors. Based in Lafayette, LA, he is far away from the hus­tle and bus­tle of Wall Street but close enough via the In­ter­net to make a proac­tive daily as­sess­ment of how the Is­sachar Fund as­sets un­der man­age­ment are per­form­ing in the stock mar­ket.

“The way I view the fund is, I man­age my ac­count and watch it like a hawk each and ev­ery day,” Lyons ex­plained, re­gard­ing the man­age­ment of the mu­tual fund he be­gan in March 2014, hang­ing out his own shin­gle after nearly two decades of man­ag­ing other peo­ple’s money.

Lyons said he learned long ago that he can­not con­trol the re­turn his in­vest­ments re­ceive from mar­ket ac­tiv­ity. What he can con­trol – and what he can keep a tight rein on – is the amount of risk he is tak­ing with the as­sets un­der his man­age­ment.

“I sim­ply try to man­age the risk in the fund ev­ery day and I let the mar­ket de­ter­mine the re­turn that I re­ceive. My goal is to get a de­cent re­turn on my in­vest­ment with­out tak­ing un­due risk and pro­tect­ing my as­sets,” Lyons em­pha­sized.

He knows, from painful per­sonal ex­pe­ri­ence, about los­ing as­sets.

His first cho­sen ca­reer as a diesel me­chanic was cut short by a blast of high vol­ume air rup­tur­ing a disc in his neck at age 21. His doc­tor ad­vised a ca­reer change. Worse yet, Lyons had en­trusted half of his sav­ings to a stock bro­ker, whose poor in­vest­ment choices ended up caus­ing a com­plete loss for him. Lyons was de­ter­mined to not let this hap­pen to him­self, or any­one else, again. As a stu­dent at the Univer­sity of Louisiana ma­jor­ing in business ad­min­is­tra­tion, Lyons said that he fell in love with the ac­tiv­ity and trends of the stock mar­ket and the use of com­put­ers

The Is­sachar Fund is a Non-Di­ver­si­fied, Un­con­strained, Tac­ti­cal, No-Load, No-Trans­ac­tion Fee and No-Re­demp­tion Fee 1940 Act Mu­tual Fund. By prospec­tus, LIONX can be up to 190% Long, up to 150% Short, 100% in Cash or any­where in be­tween at the port­fo­lio man­ager’s dis­cre­tion de­pend­ing on his per­cep­tion of risk in the mar­ket. By prospec­tus, LIONX can use Mu­tual Funds, ETFs, Stocks, Bonds, SWAPS, Fu­tures, Op­tions and De­riv­a­tives to po­si­tion it­self in or­der to achieve its goal of Long-Term Cap­i­tal Ap­pre­ci­a­tion. The Is­sachar Fund is a 1940 Act Mu­tual Fund de­signed with Hedge Fund abil­i­ties.

in trad­ing. He’s been fas­ci­nated with the daily ac­tiv­ity of the mar­ket ever since.

“At the time, the neck in­jury – what I thought was a trau­matic curse – turned out to be a bless­ing in dis­guise,” Lyons said.

To­day, he uses those two ex­pe­ri­ences to guide in­vest­ments in the Is­sachar Fund. The name is taken from the Bib­li­cal ref­er­ence in I Chron­i­cles 12:32, “the sons of Is­sachar were known for their un­der­stand­ing of the times.” Lyons be­lieves this ap­plies to in­vest­ing to­day as well, and noted that he uses his un­der­stand­ing of the mar­ket’s vo­latil­ity and dis­cern­ment of cur­rent fi­nan­cial con­di­tions in his stew­ard­ship of the as­sets un­der his man­age­ment.

The Is­sachar Fund has a $1,000 min­i­mum for new clients.

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