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.
Economic Insights

Fintech Investing: It’s Global & It’s Epic in Size

Eric Clark, Portfolio Manager -
As thematic investors who assess global consumer spending trends, we have so many exciting secular trends to explore. One of the largest and most prominent consumption trends is the dramatic rise in Fintech innovation and the slow but steady death of cash as the primary method of transactions. Cash used as a percent of total global purchase transactions is estimated to be roughly 70% so it’s still very large.
Economic Insights

Don’t Ever Underestimate the Consumer

Eric Clark, Portfolio Manager -
January Retail Sales Explodes Past Estimates to $568 Billion Making the Trailing 1-year $6.2 Trillion.
Economic Insights

Don’t Ever Underestimate the Consumer

Eric Clark, Portfolio Manager -
January Retail Sales Explodes Past Estimates to $568 Billion Making the Trailing 1-year $6.2 Trillion.
Investment Strategy Insights

Investors are Missing the Most Obvious Portfolio Addition

Eric Clark, Portfolio Manager -
Let’s connect the dots as U.S. investors to see if there’s any obvious allocation decisions we can make based on the definition of core. Largely, when an investor decides to invest in a “core” passive vehicle, it’s an index ETF and when they choose an active fund, performance-chasing is often the primary driver of the fund selection.
Investment Strategy Insights

Investors are Missing the Most Obvious Portfolio Addition

Eric Clark, Portfolio Manager -
Let’s connect the dots as U.S. investors to see if there’s any obvious allocation decisions we can make based on the definition of core. Largely, when an investor decides to invest in a “core” passive vehicle, it’s an index ETF and when they choose an active fund, performance-chasing is often the primary driver of the fund selection.
Economic Insights

2021: Consumption Trend Change

Eric Clark, Portfolio Manager -
As human beings, we consume from the day we are born until the day we pass. Personal consumption is the largest and most predictable phenomenon there is. Seven billion people spending money to acquire things they want and need always offers interesting investing opportunities. Sometimes, however, certain spending categories become more important than others.
Economic Insights

2021: Massive Spending Potential Could be Unleashed

Eric Clark, Portfolio Manager -
This weeks blog is a continuation from last weeks theme of a return to social gathering and normal consumption spending as we head into 2021. Mean reversions are one of the best opportunities in the investment business.
Economic Insights

Brands Expert Calls It: The Social Gathering Recession

Eric Clark, Portfolio Manager -
When one plots the full business cycle on a chart it looks a lot like a mountain range or a roller coaster. There are peaks and valleys and period of “goldilocks” in between. Unfortunately, as investors we have to take the boom and bust cycles together.
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