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We share insights from our team of financial specialists and curate relevant news to keep you informed as the investment landscape continues to change.

DAC Insights

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  • DAC Insights: Asset AND Income Growth

    Most conversations about portfolio results focus on total return. We believe that growth of portfolio income is an equally important investment outcome, but it is underappreciated and often simply overlooked. Examining results from the DAC Equity strategy composite over the last decade demonstrates how both outcomes can be achieved from a single investment strategy…

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  • DAC Insights: The Impact Of Midstream MLPs On An Income Generating Portfolio

    Dividend Assets Capital (“DAC”) has been an investor in energy infrastructure, particularly midstream Master Limited Partnerships (“MLPs”), since their beginning. Midstream MLPs are involved in the transportation, processing and storage of oil, natural gas and their liquids. They typically operate fee-based business models by entering long-term contracts with their customers and reward their investors with attractive distributions yields, especially in low-interest-rate environments…

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Energy Outlook

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  • Energy Investor Monthly – April 2022

    This month’s Energy Investor Monthly highlights the Biden Administration plan to release oil from the Strategic Petroleum Reserve (SPR) and the impacts it may, or may not, have on the overall price of oil. We also provide updates to key metrics we track in the energy markets, including production, inventory and refinery rates. This publication is designed to help you with insights into the current energy environment…

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  • Energy Investor Monthly – February 2022

    This month’s Energy Investor Monthly highlights how energy price growth have been shocking the system and looks to answer the question… at what oil price level does demand destruction kick in? We also provide updates to key metrics we track in the energy markets, including production, inventory and refinery rates. This publication is designed to help you with insights into the current energy environment…

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Informed Dividend Investors

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  • Informed Dividend Investors – Q4 2021

    Did you know there are over 14,700 U.S. domiciled stocks listed on U.S. Stock Exchanges. But only around 1,300 of these companies are projected to deliver dividend growth rates at or higher than 10% annually over the next three years. Check out our updated Informed Dividend Investors publication to find out more about these securities and other dividend investment facts like how dividend growth has outpaced inflation…

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  • Informed Dividend Investor – Q3 2021

    Did you know there are over 14,500 U.S. domiciled stocks listed on U.S. Stock Exchanges. But only around 300 of these companies are projected to deliver dividend growth rates at or higher than 10% annually over the next three years. Check out our updated Informed Dividend Investors publication to find out more about these securities […]

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News

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  • Fore!! DAC Supports the Upcoming RBC Heritage

    From April 14-17, the nation’s top golfers will descend upon the Lowcountry for the RBC Heritage, the only PGA TOUR event in South Carolina. Played on Hilton Head Island since 1969, its host, the Heritage Classic Foundation, donates Tournament proceeds to charitable organizations in the Lowcountry. Dividend Assets Capital is proud to support this iconic […]

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  • DAC’s James Haley to Speak at the 7th Annual Private Wealth Southeast Forum

    James Haley, Dividend Assets Capital’s Managing Director, Private Client Group, will be a speaker at the upcoming Private Wealth Southeast Forum, the region’s leading conference for RIAs, family offices, and private banks from throughout the region. Taking place in Atlanta on April 28th, the Forum’s agenda will cover…

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Quarterly Market Commentary

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  • Quarterly Commentary: March 2022

    Inflation surging to 40-year highs, global supply chains broken by a pandemic, ubiquitous labor shortages, and a full-scale military invasion of Ukraine by Russia…

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  • Quarterly Commentary: December 2021

    Stocks overcame a number of headwinds in the fourth quarter with the emergence of Omicron…

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