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Procyon perspectives
09.30.2025
Alpha Quant® Small Cap Value
Alpha Quant® Small Cap Value portfolio is a systematic strategy that invests in companies with strong cash flows, lower debt and high free cash flow yield. With the goal of avoiding…
09.30.2025
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…
09.30.2025
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…
09.30.2025
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…
09.30.2025
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…
09.30.2025
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…
Media articles
10.07.2025
Growth-Minded FAs Look Beyond AUM to Divvy Up Clients
Industry News/Trends
Growth-Minded FAs Look Beyond AUM to Divvy Up Clients October 7, 2025 By Sam Del Rowe Financial advisors have traditionally relied on clients’ asset amounts to determine service levels, but some are considering other factors, such as complexity and profession, to create their all-important…
Read More09.26.2025
DUE DILIGENCE REPORT – LARGE CAP US EQUITIES
Industry News/Trends
DUE DILIGENCE REPORT – LARGE CAP US EQUITIES September 26, 2025 By Jen Hill The Big Game Despite a challenging macro backdrop, US large caps continue to dominate the investment landscape. Like mighty creatures in the wild, these companies combine scale, strength and adaptability to…
Read More07.30.2025
Top tips for young financial advisors
Industry News/Trends
Top tips for young financial advisors July 30, 2025 by Suleman Din and Bernice Napach Take the uphill challenge of building a book of business from scratch. You’ve leveraged your network of friends and family, and now you’re stretching to cut through the noise of everyday digital…
Read More07.22.2025
Veteran women advisors offer career advice to up-and-comers
Industry News/Trends
Veteran women advisors offer career advice to up-and-comers July 22, 2025 By Gregg Greenberg Women represent 31% of US financial advisors at last check, according to the Bureau of Labor Statistics (BLS). That means they have a lot of room for growth in the wealth management…
Read MorePress releases
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…
Read More10.07.2025
Growth-Minded FAs Look Beyond AUM to Divvy Up Clients
Industry News/Trends
Growth-Minded FAs Look Beyond AUM to Divvy Up Clients October 7, 2025 By Sam Del Rowe Financial advisors have traditionally relied on clients’ asset amounts to determine service levels, but some are considering other factors, such as complexity and profession, to create their all-important…
Read More09.30.2025
Alpha Quant® Core Equity
Alpha Quant® Core Equity is a portfolio of about 50-60 large-cap stocks that exhibit a combination of higher return on invested capital, stronger free cash flow generation, and lower debt leverage compared to the benchmark and peers. The portfolio is managed with a fundamentally based, systematic…
Read More09.30.2025
Alpha Quant® Dividend Equity
Alpha Quant® Dividend Equity is a focused portfolio consisting of 30 large-cap stocks with strong dividend persistence. The portfolio invests in companies that not only offer high yield, but also have characteristics indicative of strong dividend growth potential. The portfolio is managed with a fundamentally based,…
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Market commentary
01.30.2025
A ROUND OF APPLAUSE FOR 2024! DO WE GET AN ENCORE?
Monthly market commentary
MARKET UPDATE: RECAP OF KEY TRENDS IN 2024 AND OUTLOOK ON WHAT IS AHEAD FOR 2025 While the 4th quarter was a volatile ride, US equity markets finished the month higher, capping off another year of 20%+ returns. Not all markets were created equal, however, as…
Read More01.08.2025
MARKET UPDATE: PRE-ELECTION INSIGHTS
Monthly market commentary
MARKET UPDATE: PRE-ELECTION INSIGHTS Both equity and fixed income markets broadly moved higher throughout the 3rd quarter, building on a strong firsthalf. •Large cap value stocks, small cap stocks, and international markets emerged as the standout performers,contrasting with trends seen in the first half of…
Read More07.29.2024
MARKET UPDATE: A GREAT ROTATION?
Monthly market commentary
Markets broadly continued to trend higher throughout the second quarter and into the start of the third quarter, despite some pockets of weakness. Throughout the second quarter of 2024, US large-cap stocks advanced while their small and midcap counterparts trailed. Emerging market equities were the…
Read More05.06.2024
MARKET UPDATE: ALL ABOUT INTEREST RATES
Monthly market commentary
Equity markets continued their advance throughout the 1st quarter of 2024 as the rally that started in October of last year extended. The S&P 500 was up 10.56% in the 1st quarter, and up 28.5% since October, 27th of 2023. If you recall, this market…
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