On October 3, 2023, Marc Saurborn, CEO of Dividend Assets Capital, discussed the DAC 3D Dividend Growth ETF (DVGR) with Gabrielle Vennitti, Head of ETF Listings at Nasdaq. They highlighted that the philosophy behind DVGR is centered on companies exhibiting consistent dividend growth, which has historically contributed approximately 38% of the S&P 500’s annualized total returns since 1930, with notable outperformance by dividend-growing companies compared to the broader market.
The DAC 3D investment approach involves three core principles: rigorously screening companies for consistent dividend growth, combining those screens with fundamental analysis to ensure financial health, and regularly assessing portfolio companies for alignment with investment theses. Since its inception, DAC has helped investors build wealth through dividend growth, indicating its relevance in maintaining income during volatile market conditions.
For context, data from S&P Dow Jones Indices and Ned Davis Research demonstrates that companies that have consistently increased dividends tend to exhibit strong financial performance and market returns, marking a significant opportunity for investors seeking stability in equity markets amid current economic challenges.
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