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

Building Client Portfolios via Brand Recognition and Dedication to Important Spending Categories

Eric Clark, Portfolio Manager -
I was recently moderating an Advisor branch lunch presentation and a “light bulb” went on for the group of 25 Financial Advisors in attendance. In fact, it was such an “ah-ha” moment for them that a few came up to me after the presentation and asked if I would put the presentation in written format so they could use it with clients. Accordingly, please enjoy this week’s blog post.
Corporate Insights

Building Client Portfolios via Brand Recognition and Dedication to Important Spending Categories

Eric Clark, Portfolio Manager -
I was recently moderating an Advisor branch lunch presentation and a “light bulb” went on for the group of 25 Financial Advisors in attendance. In fact, it was such an “ah-ha” moment for them that a few came up to me after the presentation and asked if I would put the presentation in written format so they could use it with clients. Accordingly, please enjoy this week’s blog post.
Corporate Insights

Thematic Investor Provides Consumer Economic Update and Sector Opportunities

Eric Clark, Portfolio Manager -
The financial health of consumers and households is a very important variable driving the U.S. economy. As a thematic investor, I am anchored to...
Corporate Insights

Thematic Investor Provides Consumer Economic Update and Sector Opportunities

Eric Clark, Portfolio Manager -
The financial health of consumers and households is a very important variable driving the U.S. economy. As a thematic investor, I am anchored to...
Corporate Insights

Holiday Shopping Performance Wrap-Up and Brands 200 Index Outlook for 2020

Eric Clark, Portfolio Manager -
In order to track an important theme, global lifetime spending, one needs a dedicated universe of the leading companies or brands that are serving...
Corporate Insights

What Should We Expect for Equities Heading into 2020 and the Next Decade?

Eric Clark, Portfolio Manager -
As we enter a new decade, I thought it was important to look at some unbiased data that might help connect the dots to where we are now, where we might be headed for 2020 and what the next decade might look like.
Corporate Insights

What Should We Expect for Equities Heading into 2020 and the Next Decade?

Eric Clark, Portfolio Manager -
As we enter a new decade, I thought it was important to look at some unbiased data that might help connect the dots to where we are now, where we might be headed for 2020 and what the next decade might look like.
Corporate Insights

What Brands Occupy Your Phone Screen

Eric Clark, Portfolio Manager -
As a society we are tethered to our cell phones. The apps we download hold exceptionally valuable real estate if they make it on the first few screens of our phone. Familiarity breeds content so the more we stare at the apps on our phones, the more subliminal brand love we are building.
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