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

Investing in Mega-Brands: How to Identify the Next $Trillion Club Member Eric Clark, Portfolio Manager

Eric Clark, Portfolio Manager -
When I got into this business in 1993, the idea that a public company could be worth more than $1 trillion was not even a consideration. In the history of public markets leading up to that time, the prevailing feeling was that since it never happened before, why should it happen in the future?
Corporate Insights

Misunderstood Brands Spell Opportunity for Investors

Eric Clark, Portfolio Manager -
In this blog post, I’ll highlight the important trends happening in media consumption. One of my favorite brands is ROKU and it also happens to be very misunderstood by investors, analysts, and consumers.
Corporate Insights

Misunderstood Brands Spell Opportunity for Investors

Eric Clark, Portfolio Manager -
In this blog post, I’ll highlight the important trends happening in media consumption. One of my favorite brands is ROKU and it also happens to be very misunderstood by investors, analysts, and consumers.
Corporate Insights

Bull/Bear Spread Back to Extremes

Eric Clark, Portfolio Manager -
Tracking Teen Favorites Could Be A Portfolio Alpha Generator.
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Bull/Bear Spread Back to Extremes

Eric Clark, Portfolio Manager -
Tracking Teen Favorites Could Be A Portfolio Alpha Generator.
Corporate Insights

Nike + The Bull/Bear Line in the Sand

Eric Clark, Portfolio Manager -
Today I want to start off with some great news. Why? Because there doesn’t seem to be very much of it being reported these days.
Corporate Insights

Nike + The Bull/Bear Line in the Sand

Eric Clark, Portfolio Manager -
Today I want to start off with some great news. Why? Because there doesn’t seem to be very much of it being reported these days.
Corporate Insights

Value Brands May Present Short-Term Opportunity Versus Growth Brands

Eric Clark, Portfolio Manager -
I don’t remember a time when the macro environment has received as much attention as it does today. Perhaps this is understandable given how weak global economic data has been and how much money has flowed into negatively yielding bonds.
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