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
DAC Insights: Growth Of Capital And Growth Of Income
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 over the last decade demonstrates how both outcomes can be achieved from a single investment strategy…
Emerging Opportunities In Carbon Capture & Storage
Carbon capture is an umbrella term for technologies that aim to take carbon dioxide out of the atmosphere or catch emissions and store them before they are released into the air. It is an encouraging, emerging technology being considered as a key part of plans to move toward a carbon-neutral future. DAC is tracking the impact(s) these technologies may have on the energy market and would like to share some of our insights with you…
Energy Outlook
Energy Investor Monthly – December 2024
Natural gas liquids, or NGLs, are used to make many items we use every day. But what are NGLs and where do they come from? We discuss this and the current energy markets by the numbers in our latest Energy Monthly…
Energy Investor Monthly – November 2024
Natural gas liquids, or NGLs, are used to make many items we use every day. But what are NGLs and where do they come from? We discuss this and the current energy markets by the numbers in our latest Energy Monthly…
Informed Dividend Investors
Informed Dividend Investor – First Quarter 2024
With Tax Day approaching, we wanted to address how dividends are taxed and why it matters. We review the variety of factors that can impact how much may be owed to Uncle Sam on dividend income…
Informed Dividend Investors – Q2 2023
With uncertainties over a recession, earnings, and increases in both government and corporate debt costs, it’s no surprise that dividend increases were down and dividend decreases were up in Q2 2023. In this quarter’s Informed Dividend Investors publication, we address and explore ways to mitigate the volatility of dividend payments
News
WD-40 Co. Webinar – January 30, 2025
DAC’s webinar with WD-40 was successfully held on Thursday, January 30, 2025, providing valuable insights into the company’s operations, product offerings, and global market presence….
Dr. Martin Luther King, Jr. Day
In observance of Dr. Martin Luther King Jr. Day, our office will be closed on Monday, January 20th. Our normal business operations will resume on…
Market Commentary
One More Reason to be Thankful This Thanksgiving: The Fed May Be Finished Raising Rates
As we celebrate the holiday season with family and friends, we would add one more reason for giving thanks this year – The Fed may finally be finished raising interest rates….
DAC Market Perspectives (Midyear 2023)
Kicking The Can Down The Road…
The rally in risk assets continued in the second quarter as the U.S. equity markets successfully fought off concerns about the U.S. banking system and worries that the Federal government would exceed its debt ceiling in June. However, there are some signs of weakness on the horizon keeping the dreaded R-word ‘Recession’ front and center as the Fed continues its fight to rein in inflation…