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

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.
Investment Strategy Insights

2021 ALPHA BRANDS CONSUMER SPENDING INDEX: NEW YEAR, UPDATED CONSUMPTION LEADERS

Eric Clark, Portfolio Manager -
Key Points To track an important theme, you need a dedicated universe of market leaders. The 2021 Brands Index is our dedicated global consumption...
Investment Strategy Insights

2021 ALPHA BRANDS CONSUMER SPENDING INDEX: NEW YEAR, UPDATED CONSUMPTION LEADERS

Eric Clark, Portfolio Manager -
Key Points To track an important theme, you need a dedicated universe of market leaders. The 2021 Brands Index is our dedicated global consumption...
Economic Insights

It’s Crystal Ball Time – What the Next Six Months Could Look Like

Eric Clark, Portfolio Manager -
I don’t know about you but to me, 2020 feels like it’s about three years long. The market started off the year incredibly well only to fall off a cliff in late February. Since February, there’s been significantly higher uncertainty than any of us are used to.
Economic Insights

It’s Crystal Ball Time – What the Next Six Months Could Look Like

Eric Clark, Portfolio Manager -
I don’t know about you but to me, 2020 feels like it’s about three years long. The market started off the year incredibly well only to fall off a cliff in late February. Since February, there’s been significantly higher uncertainty than any of us are used to.
Investment Strategy Insights

Generating Alpha: Skill or Luck?

Eric Clark, Portfolio Manager -
The media loves to create headlines designed for shock value. In general, we know the body of evidence suggests the vast majority of active equity funds regularly underperform their benchmark.
Investment Strategy Insights

Generating Alpha: Skill or Luck?

Eric Clark, Portfolio Manager -
The media loves to create headlines designed for shock value. In general, we know the body of evidence suggests the vast majority of active equity funds regularly underperform their benchmark.
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