Eric Clark, Portfolio Manager

Eric serves as a Portfolio Manager and a member of the Investment Committee at Accuvest Global Advisors, sub-advisor to a consumer-oriented strategy at Rational Funds. As a member of the Investment Committee, his responsibilities include research, investment analysis, technical analysis, macroeconomic commentary, and portfolio strategy & implementation. Eric is a frequent writer about the power of the consumer spending theme and global consumption trends. He is a brand consultant and leads the Alpha Brands Consumer Spending Index committee. He holds the Series 7 and 66 licenses.
Corporate Insights

Thematic Investing: A Look into Key Megatrends Driving Global Economies

Eric Clark, Portfolio Manager -
Consumers and institutions spending >$40 trillion per year is the largest addressable market opportunity there is. Within the primary thematic, there are a few mega-trends that offer investors significant investment opportunities.
Corporate Insights

Thematic Investing: A Look into Key Megatrends Driving Global Economies

Eric Clark, Portfolio Manager -
Consumers and institutions spending >$40 trillion per year is the largest addressable market opportunity there is. Within the primary thematic, there are a few mega-trends that offer investors significant investment opportunities.
Market Trends & Outlook

Which Sectors Have the Best History of Outperforming the S&P 500? Technology & Consumer Discretionary

Eric Clark, Portfolio Manager -
Interestingly, both the technology and consumer discretionary indices have the highest beat rates versus the S&P 500 on a calendar year basis as well. Technology indices have outperformed the S&P 500 index 19 of the 32 years since the data began or roughly 59% of the time. Consumer Discretionary stocks via the index has outperformed the S&P 500 20 of the 32 years with a roughly 63% beat rate.
Market Trends & Outlook

Consumer Spending is Robust. Consumer Confidence is Low. The 1% are Thriving.

Eric Clark, Portfolio Manager -
I've said it repeatedly over the last 5 years and it warrants repeating: nothing is more predictable than a consumers' propensity to spend. If you haven't implemented a consumer spending dedicated core equity position yet, you are missing a thematic that drives 70% of our $21 trillion economy. The same theme drives every major economy. How can anyone ignore a $40 trillion a year, highly predictable thematic in a portfolio? We can help you get right-sized for this opportunity.
Market Trends & Outlook

Consumer Spending is Robust. Consumer Confidence is Low. The 1% are Thriving.

Eric Clark, Portfolio Manager -
I've said it repeatedly over the last 5 years and it warrants repeating: nothing is more predictable than a consumers' propensity to spend. If you haven't implemented a consumer spending dedicated core equity position yet, you are missing a thematic that drives 70% of our $21 trillion economy. The same theme drives every major economy. How can anyone ignore a $40 trillion a year, highly predictable thematic in a portfolio? We can help you get right-sized for this opportunity.
Economic Insights

The Fed & Economy: A Quick Update

Eric Clark, Portfolio Manager -
The Fed announced the taper of bond purchases will begin this month with $15B and they will also taper in December. Some think the December announcement is slightly hawkish but I think the market just likes certainty so I'm happy they told us December would be the same.
Market Trends & Outlook

Consumer Services Remain Our Favorite Investment Positions

Eric Clark, Portfolio Manager -
The consumer goods category has largely been the driver of U.S. GDP over the last year, from a consumption perspective. Many of the best brands that dominate these industries have shown incredible resilience during difficult times and their stocks have performed very well. At this point, though, the wild tailwinds are likely now turning to headwinds from a year-over-year comparisons perspective and from a valuation perspective.
Market Trends & Outlook

Consumer Services Remain Our Favorite Investment Positions

Eric Clark, Portfolio Manager -
The consumer goods category has largely been the driver of U.S. GDP over the last year, from a consumption perspective. Many of the best brands that dominate these industries have shown incredible resilience during difficult times and their stocks have performed very well. At this point, though, the wild tailwinds are likely now turning to headwinds from a year-over-year comparisons perspective and from a valuation perspective.
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