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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…

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10.15.2025

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…

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09.15.2025

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…

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07.08.2025

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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Procyon perspectives

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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…

Read More

12.31.2025

Alpha Quant® Value Equity

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…

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12.31.2025

Alpha Quant® SMID Cap

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…

Read More

12.31.2025

SmartALPHA® Defensive Value Equity Strategy

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…

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12.31.2025

SmartALPHA® Defensive Growth Equity Strategy

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…

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12.31.2025

SmartALPHA® Defensive Equity Strategy

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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Media articles

01.07.2026

Lines of Acceleration – The Signals that Shape Decision

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,…

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12.16.2025

WealthSolutionsReport – Deals & Recruiting Roundup: Wealth Enhancement, Procyon, NewEdge And More

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…

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12.16.2025

CityBiz – Procyon Appoints Bevin Nealon as Vice President

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,…

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12.10.2025

HartfordBusiness – CT investment advisory firm makes $500M acquisition

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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Press releases

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 More

01.07.2026

Lines of Acceleration – The Signals that Shape Decision

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 More

12.31.2025

Alpha Quant® Value Equity

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 More

12.31.2025

Alpha Quant® SMID Cap

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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