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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: 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 high-inflation environments…

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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 – March | April 2023

    The 2022 Inflation Reduction Act made significant changes to the 45Q Tax Credits increasing economic incentives in carbon capture sequestration, utilization, and storage projects. This month we review how 45Q is expanding investment opportunities from the capturing, removing, and storing carbon dioxide (CO2) and other greenhouse gases…

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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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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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  • DAC Continues to Attract Talent – Joe Hoefer, CFA®, CMT

    Dividend Assets Capital, LLC is pleased to announce that Joe Hoefer, CFA, CMT, has joined our team as Portfolio Manager within the Institutional Asset Management Group.

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  • DAC Joins Fidelity FMAX Platform

    Dividend Assets Capital, LLC is pleased to announce that that its Equity and Equity Income strategies have been added as managed portfolio options offered through the Fidelity Managed Account Xchange® (“FMAX”) platform.

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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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