News | DAC

Quarterly Commentary March 2018

Date17 Jan 2018

Comment0

The New Year rang in with an ebullient run of 7% in January, capping off a full year’s steady march upward of a market marked by slow consistent gains. Across our many years of investing we have rarely seen such low volatility...

Client Conference Call – 10/27/2017

Date02 Nov 2017

Comment0

Focus: Providing an energy update, highlighting the yield spread between MLPs and other yield alternatives. Discussing broad exposure to artificial intelligence, electric cars, autonomous self-driving vehicles and robotics C. Troy Shaver, Jr. – Chief Executive Officer, Chief Investment Officer & Sr. Portfolio Manager...

Quarterly Commentary March 2017

Date01 Jun 2017

Comment0

With a new President inaugurated and a torrent of Executive Orders issued, financial markets rapidly tried to discount in the winners and losers of the new administration’s policies. The “Trump Rally” turned into flailing volatility, as every new action of statement made...

Quarterly Commentary: January 2017

Date06 Mar 2017

Comment0

If there was a year of dark horse outcomes, 2016 will be one long-remembered. With an election year in the U.S., the presidential race dominated the news and the year was full of what seemed to be the most caustic political rivalry...

Quarterly Commentary: October 2016

Date18 Oct 2016

Comment0

As we enter autumn and the last quarter of the year, it is hard to think of the stock market without the cloud of election coverage. The presidential election cycle, and its effect on the stock market have been widely studied and...

Quarterly Commentary: July 2016

Date01 Aug 2016

Comment0

No matter what occurred during the quarter economically and in the financial news, Brexit stole the spotlight. The United Kingdom’s vote for independence from the European Union was not well discounted into financial markets, hence the market’s shock on the Friday after...

Contact Info