DIVIDEND ASSET Overview
Dividend Asset Capital Llc is an investment advisor that manages 4.8 BN dollars in regulatory AUM and has 22 employees, of which 13 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/06 to 06/30/21. The fund's latest filing disclosed 509MM in positions, representing 11% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/06 to 06/30/21. The fund's latest filing disclosed 509MM in positions, representing 11% of the manager's regulatory AUM.
DIVIDEND ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DIVIDEND ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 5.28% | Tech | 14.34% | 0.36% | 0 | 0% | ||
| MMP | 3.46% | Energy | 7.49% | 0.02% | 0 | 0% | ||
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FEATURED IN
DIVIDEND ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Charles T. Shaver | Ceo And Senior Portfolio Manager | January-2004 |
| Jere E. Estes | Chief Investment Officer, Senior Portfolio Manager | October-2008 |
| Einar S. Trosdal | Managing Director Of Portfolio Strategy And Senior Portfolio Manager | April-2004 |
| Edward J. Obuchowski | Chief Financial Officer | June-2007 |
| Anthony J. Ghoston | President, Chief Compliance Officer, And Chief Operating Officer | April-2010 |
| Michael W. Nix | Managing Director Of Investment Strategy And Portfolio Manager | November-2014 |
DIVIDEND ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
DIVIDEND ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
DAC may use a fundamental approach in its security analysis.
Fundamental Analysis DAC attempts to measure the intrinsic value of a security by looking at economic and fundamental factors (including review of company balance sheets, cash flow, debt and the management of the company itself) to determine the company’s long term investment potential (indicating it may be time to sell or buy).
DAC’s analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
9 Dividend Assets Capital, LLC
Investment Strategies
DAC uses an Investment Committee to oversee its investment decisions. The Investment Committee uses a number of fact...
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Methods of Analysis
DAC may use a fundamental approach in its security analysis.
Fundamental Analysis DAC attempts to measure the intrinsic value of a security by looking at economic and fundamental factors (including review of company balance sheets, cash flow, debt and the management of the company itself) to determine the company’s long term investment potential (indicating it may be time to sell or buy).
DAC’s analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
9 Dividend Assets Capital, LLC
Investment Strategies
DAC uses an Investment Committee to oversee its investment decisions. The Investment Committee uses a number of fact...
Get the Full Report
DIVIDEND ASSET Portfolio Concentration
DIVIDEND ASSET Location
58 RIVERWALK BLVD.
RIDGELAND, South Carolina
UNITED STATES, 29936-8126
RIDGELAND, South Carolina
UNITED STATES, 29936-8126
DIVIDEND ASSET Contact Information
Phone Number: 843.645.9700
Fax Number: 843.645.9701
Website: http://www.dacapitalsc.com
Fax Number: 843.645.9701
Website: http://www.dacapitalsc.com
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