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.
Economic Insights

A Five-Minute Consumer Trends Update

Eric Clark, Portfolio Manager -
if the S&P 500 Index has generated an annualized return of roughly 8-10% over the long-term, leading companies serving important industries should, in theory, generate 300bps+ more over long periods of time. Understanding this and investing for it offers investors a long-term edge.
Corporate Insights

Why Don’t Investors Want to Buy Stocks on Sale?

Eric Clark, Portfolio Manager -
In every aspect of our lives, when we see bargains in merchandise we love, we buy more. As consumers, we get excited to capture a sale, but as investors, we run from sales. Flip this narrative around and we become great investors.
Economic Insights

A Consumer Health Update

Eric Clark, Portfolio Manager -
The longer the prices of everything we consumer regularly, stays elevated; the more discerning consumers will be regarding spending.
Economic Insights

A Consumer Health Update

Eric Clark, Portfolio Manager -
The longer the prices of everything we consumer regularly, stays elevated; the more discerning consumers will be regarding spending.
Corporate Insights

Earnings updates from 3 Mega Brands Serving Important Mega Trends.

Eric Clark, Portfolio Manager -
Leading companies serving large end-markets will tend to outperform over time. On the rare occasions when they struggle, that’s usually a time to be adding to those companies.
Corporate Insights

Tracking the Brands & Trends Younger Generations Love Offers Great Insights for Investors

Eric Clark, Portfolio Manager -
Younger consumers create long-term trends. The brands they love are a key focus for our team.
Corporate Insights

There’s an Estimated $57 trillion in Household Spending Each Year

Eric Clark, Portfolio Manager -
Does a $57 trillion theme warrant dedication in an investment portfolio? Absolutely.
Corporate Insights

Powerful Demographic Trends Can Drive Secular Portfolio Performance

Eric Clark, Portfolio Manager -
Roughly 4 billion Millennials and Gen-Z globally offer massive tailwinds to certain brands.
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