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02.09.2026
Monthly market commentary
EXECUTIVE SUMMARY The U.S. economy is transitioning from a narrow, services-led disinflationary expansion to a broader growth regime marked by a manufacturing rebound, persistent inflation friction, and an expansion of…
12.31.2025
Alpha Quant® Value Equity is a focused portfolio of 30 stocks that exhibit attractive valuations across large‐ and mid‐cap stocks. The strategy aims to exploit investors’ fixation with short‐term events and underappreciation…
12.31.2025
Alpha Quant® SMID Cap portfolio is a multi-strategy portfolio that combines distinct systematic sub-strategies across small- and mid-capitalization quality and value investment styles. The portfolio is comprised of small- and mid-cap…
12.31.2025
SmartALPHA® Defensive Value Equity Strategy aims to outperform the market over a full market cycle. It is expected to strongly out-perform during periods of economic contraction through recession phases. The portfolio…
12.31.2025
SmartALPHA® Defensive Growth Equity Strategy aims to outperform the market over a full market cycle. It is expected to strongly out-perform during periods of economic contraction through recession phases. The portfolio…
12.31.2025
SmartALPHA® Defensive Equity Strategy aims to outperform the market over a full market cycle. It is expected to strongly out-perform during periods of economic contraction through recession phases. The portfolio is…
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01.07.2026
Industry News/Trends
Lines of Acceleration – The Signals that Shape Decision January 7 2026 By Jennifer Hill Procyon Partners’ Alpha Quant team uses free cashflow (FCF) discipline and momentum signals to identify ‘unconventional value.’ For Massimo Santicchia, head of US equities, traditional measures such as price/book,…
Read More12.16.2025
Industry News/Trends
Deals & Recruiting Roundup: Wealth Enhancement, Procyon, NewEdge And More December 16, 2025 By Thomas Lee Dynasty Financial Partners network partner firm Procyon Advisors purchases OLV Investment Group, a wealth management firm with about $500 million in assets under management (AUM) and multiple locations in Michigan and…
Read More12.16.2025
Industry News/Trends
Procyon Adds Bevin Nealon as Vice President, Strengthening Advisory Team in Connecticut December 16, 2025 By CityBiz Procyon, a nearly $9-billion independent RIA serving private clients and institutions, today announced that Bevin Nealon has joined the firm as Vice President, Private Wealth Advisor, based in Shelton,…
Read More12.10.2025
Industry News/Trends
CT investment advisory firm makes $500M acquisition December 10, 2025 By Michael Juliano Shelton registered investment advisory firm Procyon Partners has acquired a Michigan-based wealth management firm, OLV Investment Group, with $500 million in client assets. OLV Investment Group maintains headquarters in Flint, Michigan,…
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02.09.2026
Monthly market commentary
EXECUTIVE SUMMARY The U.S. economy is transitioning from a narrow, services-led disinflationary expansion to a broader growth regime marked by a manufacturing rebound, persistent inflation friction, and an expansion of corporate earnings participation. After a prolonged contraction, manufacturing activity has re-entered expansion, driven by a…
Read More01.07.2026
Industry News/Trends
Lines of Acceleration – The Signals that Shape Decision January 7 2026 By Jennifer Hill Procyon Partners’ Alpha Quant team uses free cashflow (FCF) discipline and momentum signals to identify ‘unconventional value.’ For Massimo Santicchia, head of US equities, traditional measures such as price/book,…
Read More12.31.2025
Alpha Quant® Value Equity is a focused portfolio of 30 stocks that exhibit attractive valuations across large‐ and mid‐cap stocks. The strategy aims to exploit investors’ fixation with short‐term events and underappreciation of cash‐flow trends. The portfolio will typically display strong free cash flow generation, lower debt…
Read More12.31.2025
Alpha Quant® SMID Cap portfolio is a multi-strategy portfolio that combines distinct systematic sub-strategies across small- and mid-capitalization quality and value investment styles. The portfolio is comprised of small- and mid-cap stocks selected based on profitability, valuation, low debt and strong cash flows. The strategy is…
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Discover the latest in thought leadership, industry insights, Procyon news and events, and more.
Market commentary
02.09.2026
From Disinflationary Growth to a Broader Expansion
Monthly market commentary
EXECUTIVE SUMMARY The U.S. economy is transitioning from a narrow, services-led disinflationary expansion to a broader growth regime marked by a manufacturing rebound, persistent inflation friction, and an expansion of corporate earnings participation. After a prolonged contraction, manufacturing activity has re-entered expansion, driven by a…
Read More10.15.2025
U.S. Macro and Market Commentary
Monthly market commentary
Third Quarter in Review: US equities moved higher in the quarter and are now up substantially year to date. Within large caps, the S&P 500 was up 8.1% in the quarter and now up 14.8% year to date. Small cap stocks were even stronger in…
Read More09.15.2025
Interest Rate Decision: Some investors are questioning why cut rates now, while others are pressing hard for immediate relief
Monthly market commentary
Although the US economy has been resilient, the effect of higher rates and trade wars has not been evenly distributed. The concentrations of both capital investment and subsequent earnings continue to build in the tech sector despite a stricter borrowing environment and more difficult global…
Read More07.08.2025
Liberation Day to Independence Day: Tariffs, Tensions, and Triumph
Monthly market commentary
On the surface, the second quarter of 2025 was a blockbuster quarter for equity markets. U.S. and international equities surged over 10%, driven by a powerful rally that took hold in April and rarely let up. Small caps lagged but still posted a solid 8.5%…
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