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Procyon perspectives
06.30.2025
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…
06.30.2025
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…
06.30.2025
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…
06.30.2025
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…
06.30.2025
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…
05.08.2025
Fragile Foundations: Tariff Policy and the Divergence in Market Expectations
Monthly market commentary
FRAGILE FOUNDATIONS: TARIFF POLICY AND THE DIVERGENCE IN MARKET EXPECTATIONS We’re pleased to share the May 2025 edition of Equity Insight. In this update we explore recent developments in tariff policy,…
Media articles
05.14.2025
FA Magazine – Roth Conversion Strategies For A Rocky Market
Industry News/Trends
May 13, 2025 By Ben Mattlin Recent dips in the market were good opportunities to convert traditional IRAs and 401(k)s to Roth accounts, advisors say. But clients who missed out shouldn’t despair. “Periods of increased market volatility can present a great opportunity for Roth conversions,”…
Read More05.03.2025
InvestmentNews – Advisors Work To Make Sure Oversized Inheritances Won’t Ruin Their Clients’ Kids
Industry News/Trends
May 3, 2025 By Gregg Greenberg Share the inheritance, don’t spoil the child! Wealth managers explain how to prevent their clients from ruining their kids values and motivation. Are your advisory clients afraid that money will ruin their children? If so, you’re not alone. One of…
Read More04.29.2025
WealthManagement.com – Procyon Readies New Deals Post-Constellation Minority Stake
Industry News/Trends
According to co-founder Phil Fiore, the Dynasty-backed firm will make four to six transactions per year, and is looking at the space between the Mississippi River and the East Coast; but the deals “have to be the right ones.” April 29, 2025 By Patrick Donachie…
Read More04.18.2025
InvestmentNews – Dynasty firm Procyon Partners inks staking deal with Constellation Wealth Capital
Industry News/Trends
The $8 billion RIA is getting more fuel for geographic expansion and recruit top talent through a minority investment partnership. April 17, 2025 By Leo Almazora Procyon Partners, an RIA operating within the Dynasty Financial Network, has officially become the latest to join the industry…
Read MorePress releases
06.30.2025
Alpha Quant® Quality Equity
Alpha Quant® Quality Equity is a high conviction, high quality portfolio consisting of 30 stocks that display sustainable profitability and growth fundamentals. The strategy aims to be focused in large-caps with the flexibility to hold mid-cap stocks. The portfolio will typically display strong profitability in terms…
Read More06.30.2025
Alpha Quant® Mid Cap Value
Alpha Quant® Mid 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 managing “value trap” risk, the strategy incorporates earnings and revenue growth factors. The strategy is built…
Read More06.30.2025
Alpha Quant® Mid Cap Quality Growth
Alpha Quant® Mid Cap Quality Growth portfolio is a systematic strategy that selects companies with high return on equity and strong cash flows. The strategy aims to select profitable companies with sustainable earnings growth. The strategy is built bottom-up and diversified across sectors and industries. The…
Read More06.30.2025
Alpha Quant® Mid Cap Quality
Alpha Quant® Mid Cap Quality portfolio is a systematic strategy that selects companies with high return on invested capital, strong cash flows, and high productivity. The strategy aims to select profitable companies with sustainable earnings growth. The strategy is built bottom-up and diversified across sectors and…
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Market commentary
01.25.2024
MARKET UPDATE: WHAT A DIFFERENCE A YEAR MAKES!
Monthly market commentary
Coming into 2023, market sentiment was broadly negative following the worst year for a diversified portfolio in 40 years. In 2022, we saw equity markets fall -18% and fixed income markets drop a staggering -13% as the Federal Reserve acted aggressively to combat rising inflation….
Read More04.17.2023
MARKET UPDATE: ”THEY BROKE SOMETHING”
Monthly market commentary
Stocks saw major dispersion in the first quarter of 2023, with the Nasdaq rallying 17.1% for its best quarter since 2020. Meanwhile, Large Value lagged (+1.0%), primarily due to underperformance in Financials, which were down (-5.6%). Small Caps (+2.7%) also lagged, as Financials make up…
Read More02.10.2023
“Transient”?! – 2022 Inflation & Beyond
Monthly market commentary
As we reflect on the markets from 2022, we are forced to think back a bit further to the initial onset of zero rates and Fed balance sheet expansion that began more than a decade earlier. Through several cycles both economic and geopolitical, including a…
Read More10.14.2022
MARKET UPDATE: “THE BEST TIME TO PLANT A TREE WAS 20 YEARS AGO, THE SECOND-BEST TIME TO DO SO IS TODAY.” – ANCIENT CHINESE PROVERB
Monthly market commentary
As we witnessed the most significant drawdown in wealth since the 2008 financial crisis, the first three quarters of 2022 have collectively cost investors more than $9.5 trillion from the market’s high-water mark at the end of 2021. This includes the market value declines in…
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