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Procyon perspectives
06.30.2026
Alpha Quant® Mid Cap
Alpha Quant® Mid Cap portfolio is a multi-strategy portfolio that combines distinct systematic sub-strategies across mid-capitalization quality and value investment styles. The portfolio is comprised of mid-cap stocks selected based on…
06.30.2026
Alpha Quant® Large Cap Growth
Alpha Quant® Large Cap Growth Alpha Quant Large Cap Growth is a high-conviction, high-quality portfolio consisting of 20 stocks that demonstrate sustainable profitability and strong growth fundamentals. The strategy focuses…
06.30.2026
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…
06.30.2026
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…
06.29.2026
Growth, Inflation, and The New Rate Reality
Monthly market commentary
Growth, Inflation, and The New Rate Reality Strong business activity and earnings continue to support markets, even as sticky inflation delays Fed easing and keeps real yields in focus. Looking…
05.22.2026
Global Equity Outlook
Monthly market commentary
The Reflationary Case The markets are telling a reflationary story right now. Economic growth is broadening, inflation is firming, and risk appetite is healthy. In this environment, history suggests favoring…
Media articles
03.25.2026
How to invest in today’s market, according to a pro
Industry News/Trends
How to invest in today’s market, according to a pro February 19, 2026 By Lucy Brewster James Diver advises high net worth clients on investing in a wild market. As a financial advisor to high net worth clients at Procyon, James Diver has seen it all….
Read More03.08.2026
Gold is surging. Should you add some to your retirement portfolio?
Industry News/Trends
Gold is surging. Should you add some to your retirement portfolio? February 19, 2026 By Daniel de Visé “Historically, the S&P 500 has outperformed gold,” said Jeff Farrar, a certified financial planner in Shelton, Connecticut. “Since COVID, that’s not been the case, and especially in the last…
Read More02.19.2026
Here Are the Alternative Investments Money Pros Like Now
Industry News/Trends
Here Are the Alternative Investments Money Pros Like Now February 19, 2026 By Steve Garmhausen Investments that zig when stocks and bonds zag have exploded in popularity. Investment advisors share their favorites, as well as some to avoid.
Read More02.10.2026
AI Threat Widens to Financial Sector
Industry News/Trends
AI Threat Widens to Financial Sector February 10, 2026 By Xavier Martinez Markets reacted sharply this week as AI concerns expanded beyond technology and into financial services, weighing on wealth-management stocks. In The Wall Street Journal, Massimo Santicchia, our Head of U.S. Equities, offered…
Read MorePress releases
06.30.2026
Alpha Quant® Small Cap Quality
Alpha Quant® Small Cap Quality portfolio is a multi-strategy, systematic portfolio that invests in companies based on profitability, low debt, and strong cash flows. Based on the underlying factors employed, this quality-oriented portfolio may tend to display value characteristics as well. The strategy is built bottom-up…
Read More06.30.2026
Alpha Quant® Small Cap
Alpha Quant® Small Cap portfolio is a multi-strategy portfolio that combines distinct systematic sub-strategies across small-capitalization quality and value investment styles. The portfolio is comprised of small-cap stocks selected based on profitability, valuation, low debt and strong cash flows. The strategy is built bottom-up and diversified…
Read More06.30.2026
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 More06.30.2026
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…
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Market commentary
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, market volatility, corporate earnings, and the evolving outlook for investor sentiment. From shifting trade dynamics…
Read More04.11.2025
Increasing Recession Risk Warrants A Defensive Bias
Monthly market commentary
INCREASING RECESSION RISK WARRANTS A DEFENSIVE BIAS We’re pleased to introduce Equity Insight, a new monthly commentary from our Head of U.S. Equities. Each edition will offer timely perspectives on market trends and economic developments. In this inaugural issue, we explore the growing risks to the U.S….
Read More04.11.2025
NAVIGATING MARKETS AMID TARIFFS – APRIL 2025
Monthly market commentary
Last week we highlighted President Trump’s proposed retaliatory tariffs. This week has quickly turned that message into old news. To recap what has happened: On April 2nd, the US announced reciprocal tariffs with a very simple calculation: a 10% floor and a tariff equal…
Read More03.14.2025
NAVIGATING MARKET VOLATILITY AMID TARIFF UNCERTAINTY
Monthly market commentary
Over the past several weeks, tariff discussions have dominated financial news, creating a climate of uncertainty that has rippled through markets. The Trump administration’s recent move to propose a 25% tariff on Canadian aluminum and steel -only to retract the decision later that same day-…
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