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.
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

Opportunities in Consumer Stocks are Everywhere. Brands Matter.

Eric Clark, Portfolio Manager -
I talk to Advisors and consumers every week. What do I hear a lot these days? “The market has to go down, it can’t keep going up like this forever…I’m raising some cash to take advantage of the pullback when it comes…”. All of these comments are thoughtful and prudent and a correction can come at any time.
Market Trends & Outlook

July Retail Sales: Focus on the Story Behind the Headlines

Eric Clark, Portfolio Manager -
Drawing conclusions about the state of mind of consumers from one month to the next can be dangerous to your wealth. Our spending can be episodic at times but when you look back over one year, it’s highly predictable.
Market Trends & Outlook

July Retail Sales: Focus on the Story Behind the Headlines

Eric Clark, Portfolio Manager -
Drawing conclusions about the state of mind of consumers from one month to the next can be dangerous to your wealth. Our spending can be episodic at times but when you look back over one year, it’s highly predictable.
Market Trends & Outlook

Growth Opportunity: Peloton, the Connected Fitness Leader

Eric Clark, Portfolio Manager -
The most relevant brands serving key consumption markets are often top perming stocks. Peloton is a great example since the IPO in September 2019.
Market Trends & Outlook

Growth Opportunity: Peloton, the Connected Fitness Leader

Eric Clark, Portfolio Manager -
The most relevant brands serving key consumption markets are often top perming stocks. Peloton is a great example since the IPO in September 2019.
Market Trends & Outlook

Apple’s $Trillion Flywheel: The Gift that Keeps on Giving

Eric Clark, Portfolio Manager -
As a stock, Apple continues to be under-appreciated and under-owned by asset managers and individuals. It’s not a hyper growth stock that typical growth investors love to buy and it’s not a classic value stock that a deep value manager gets intrigued by.
Market Trends & Outlook

Apple’s $Trillion Flywheel: The Gift that Keeps on Giving

Eric Clark, Portfolio Manager -
As a stock, Apple continues to be under-appreciated and under-owned by asset managers and individuals. It’s not a hyper growth stock that typical growth investors love to buy and it’s not a classic value stock that a deep value manager gets intrigued by.
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