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

Black Friday versus Cyber Monday Holiday Sales: Consumers are the Winner

Eric Clark, Portfolio Manager -
In the spirit of the holiday season, I would like everyone to repeat this stat a few times out loud: “Estimated holiday sales for 2019 are expected to be roughly $143 billion,” according to Adobe Analytics.
Corporate Insights

What Brands will be the Winners this Holiday Season?

Eric Clark, Portfolio Manager -
It’s Black Friday and let the holiday shopping games begin! American shoppers are expected to spend an average of $1,048 during the 2019 holiday shopping season. And how will they pay for it?
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.
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