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.
Investment Strategy Insights

The Most Admired & Relevant Brands Drive Outperformance

Eric Clark, Portfolio Manager -
Clearly I am a believer in the investment thesis of investing in the most powerful and relevant brands. It’s nice to see some third party validation on a regular basis and as of last week, we have an updated datapoint via the 2020 BrandZ Top Global Brands Report. 2020 Top 100 Most Valuable Brands Report.
Investment Strategy Insights

Our 401k Options Need Upgrading

Eric Clark, Portfolio Manager -
As someone who has spent his entire career in the financial services industry, I get a lot of requests from friends and family to help them understand how to allocate their 401k plans. Sometimes we forget the industry has its own language and the lay person, who wants to learn and grow, does not find it easy to get the information they need to make the appropriate allocations.
Investment Strategy Insights

Our 401k Options Need Upgrading

Eric Clark, Portfolio Manager -
As someone who has spent his entire career in the financial services industry, I get a lot of requests from friends and family to help them understand how to allocate their 401k plans. Sometimes we forget the industry has its own language and the lay person, who wants to learn and grow, does not find it easy to get the information they need to make the appropriate allocations.
Investment Strategy Insights

This Will Be the Decade of Sustainable Brands with a Strong Social Bias

Eric Clark, Portfolio Manager -
Doing well by doing good is a wonderful investment theme. In a wild and crazy world with high uncertainty and widening income inequality, I wanted to focus on a key investing trend that is only gathering more momentum as time goes by.
Investment Strategy Insights

Brands Expert Comments on the Sweet Spot in the Economic Data

Eric Clark, Portfolio Manager -
While May’s Retail Sales Report showed a historic rebound versus historic plunges in March and April, we expect most economic data to normalize at lower levels and continue to stay volatile.
Investment Strategy Insights

What Happens After the Crash, V-Shaped Recovery? The Stagnation Phase

Eric Clark, Portfolio Manager -
Key Points • Stock markets often over-react, the truth mostly lives in the middle. • We have likely begun the stagnation part of our economic reality. •...
Investment Strategy Insights

Brands Expert Discusses Sector Allocation Opportunities and Consumer Sentiment

Eric Clark, Portfolio Manager -
Consumer sentiment gets reported on a monthly basis. This data is helpful to determine what current and future consumer behavior might look like. The data can also be fickle, however.
Investment Strategy Insights

The Acceleration of Digital Impacting Brands Across Every Category

Eric Clark, Portfolio Manager -
If you’re a highly relevant brand with a significant online presence, you’re likely performing very well in the deepest recession of our lifetimes. If you have been slow to adopt an online presence, you’re behind the eight-ball now.
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