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

The Consumer in 2024: Steady as She Goes

Eric Clark, Portfolio Manager -
As we begin 2024, the state of the consumer is a great place to start. As dedicated consumer spending-focused investors, the state of the consumer is an important variable to understand.
Economic Insights

Heading Into 2024: There’s Still Plenty of Room for Recovery in Stocks & Great Brands

Eric Clark, Portfolio Manager -
Sometimes, investors over-complicate the investment process. It’s important to remember to start with the long-term returns shown by markets and compare them to the shorter-term experience.
Economic Insights

Positive Inflections Everywhere: Short-term Overbought, Intermediate Term Still Oversold

Eric Clark, Portfolio Manager -
Most investors have been caught flat-footed and under-exposed to stocks. More and more stocks, sectors and industries are breaking 2-year downtrends with fundamentals positively inflecting after a tough few years of rolling recessions and slowdowns.
Economic Insights

Positive Inflections Everywhere: Short-term Overbought, Intermediate Term Still Oversold

Eric Clark, Portfolio Manager -
Most investors have been caught flat-footed and under-exposed to stocks. More and more stocks, sectors and industries are breaking 2-year downtrends with fundamentals positively inflecting after a tough few years of rolling recessions and slowdowns.
Economic Insights

Monitoring Extremes in Retail Investor Sentiment Offers a Wonderful Edge

Eric Clark, Portfolio Manager -
There are many ways to track consumer and investor sentiment. Generally, only at extremes does the data offer very compelling investment opportunities.
Economic Insights

Broad Market Participation Could be the Story in 2024

Eric Clark, Portfolio Manager -
CPI is now stable and trending modestly lower with the Fed able to be patient. The stage is now set for broader participation across size & style boxes.
Economic Insights

A Market Sentiment Check: Bearishness is High, Forward Expectations are Low.

Eric Clark, Portfolio Manager -
One report I always enjoy getting is the AAII individual investors’ stock sentiment survey. In yesterday’s report, 50.3% of investors reported they are bearish on stocks. For reference, the historical average for bearishness is 31%.
Economic Insights

A Market Sentiment Check: Bearishness is High, Forward Expectations are Low.

Eric Clark, Portfolio Manager -
One report I always enjoy getting is the AAII individual investors’ stock sentiment survey. In yesterday’s report, 50.3% of investors reported they are bearish on stocks. For reference, the historical average for bearishness is 31%.
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