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

Brand Investor Discusses the Five Most Important Investment Themes for the Next Decade

Eric Clark, Portfolio Manager -
As a thematic investor, my job is to identify the most important and prevalent trends here and around the world to invest in through the leaders or “brands” that are most relevant. When I look at the world currently and into the future, here’s the most important investment themes an investor can invest in today.
Corporate Insights

Growth Stocks: From Darlings to Goats and What Happens Next?

Eric Clark, Portfolio Manager -
Growth companies have been significantly outperforming value companies since early 2007 with just a few periods of value relative performance. There are many reasons for this, one of which is the simple concept that when something is scarce — economic growth and corporate growth — people are willing to pay up for it.
Corporate Insights

Who Wins When Interest Rates Fall and Liquidity Increases: The Consumer!

Eric Clark, Portfolio Manager -
Interest rates have gone from 3% on the 10-year Treasury to roughly 1.5% at the lows last month. In addition, mortgage rates have gone from 5.2% last November to as low as 3.4% in late September. The big question is what happens when rates go lower, particularly in an economy out of recession more often than not?
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.
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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