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

Audio Content, Streaming Music, and Concerts are a Huge Consumption and Investment Opportunity

Eric Clark, Portfolio Manager -
In this blog post, I’d like to dig into one of my favorite long-term themes and opportunities for investors: music and audio entertainment. I’ve written about this theme a few times before and made Spotify my favorite 2020 brand in the December 19, 2019 blog post.
Corporate Insights

Brand Investor Discusses Portfolio Benefits of Going on the Offensive with Consumer Defensive Stocks

Eric Clark, Portfolio Manager -
We know the consumer drives 70% of U.S. economic output and drives 60% of world GDP or roughly a $44 trillion yearly addressable market...
Corporate Insights

Should the Global Consumer Spending Theme be a Sector Allocation or the Core of Every Portfolio?

Eric Clark, Portfolio Manager -
One of the most asked questions in my meetings with clients is whether an allocation to the global consumer should be viewed as a...
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...
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