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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 – Silicon Valley Bank

    Everything Everywhere All at Once…

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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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Energy Outlook

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  • Energy Investor Monthly – February 2023

    Pipelines are the safest and most efficient means of transporting petroleum products, like oil and natural gas, from one place to another. This month we review how their fees (aka Tariffs) work, are relatively consistent due to regulation and can provide a hedge against inflation…

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  • Energy Investor Monthly – January 2023

    While gasoline is the primary end product for most refineries, distillates still make up an important part of their total output – and profitability. This month we explore how the lowering inventory of distillates is impacting the current dynamics and outlook for the energy market…

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Informed Dividend Investors

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  • Informed Dividend Investors – Q4 2022

    In this quarter’s Informed Dividend Investors publication we reaffirm the beneficial factors of dividend investments in times of high rates and inflation…

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  • Informed Dividend Investors – Q3 2022

    This quarter’s Informed Dividend Investors publication revisits how DAC’s 3-D process… “Double digit, Dividend Growth for a Decade or More” has and continues to deliver both long term capital appreciation AND portfolio income appreciation…

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News

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  • Marc Saurborn, CFA® promoted to Chief Investment Officer

    Dividend Assets Capital, LLC is pleased to announce that Marc Saurborn, CFA® has been promoted to the role of Chief Investment Officer.

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  • DAC is pleased to announce the addition of new members to our Board of Directors

    Dividend Assets Capital, LLC has attracted two talented professionals, Howard Caplan and Jonathan Hook, to join our board. They will help guide our organization as we enter our third decade of business and continue to grow.

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Quarterly Market Commentary

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  • Quarterly Commentary: September 2022

    BRAKING OR BREAKING, WHAT IS THE FED DOING TO THE U.S. ECONOMY? After a promising start that began with a relief rally, global markets continued their year-to-date declines during the 3rd quarter as record inflation, geopolitical tensions, lingering effects from the pandemic, and, most importantly, fears that an aggressive Federal Reserve would push the U.S. economy into recession weighed heavily on the broader markets.

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  • Quarterly Commentary: June 2022

    The S&P 500 realized its worst first half performance since 1970. The 2nd quarter of 2022 proved to be especially unkind to equity investors as not even one of the eleven S&P 500 sectors were able to post positive results. Investors faced record high inflation, increased interest rates from the Federal Reserve, fears of a recession and geopolitical uncertainty caused by Russia’s invasion of Ukraine.

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