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

Portfolio Construction Ideas: Clients Love Commonsense Ideas

Eric Clark, Portfolio Manager -
In a bull market, generally every asset goes up and to the right. Some portfolios perform better than others but overall, everyone is making money and happy. Thankfully, markets go up roughly 80% of the time. I've been working with Advisors for 28 years now and have had the opportunity to analyze portfolio construction through the lens of a holdings-based approach. There is no right or wrong way to build a portfolio but today I wanted to highlight the potential benefits of a simple, 3-pronged approach driven by commonsense, logic, and robust data.
Economic Insights

Portfolio Construction Ideas: Clients Love Commonsense Ideas

Eric Clark, Portfolio Manager -
In a bull market, generally every asset goes up and to the right. Some portfolios perform better than others but overall, everyone is making money and happy. Thankfully, markets go up roughly 80% of the time. I've been working with Advisors for 28 years now and have had the opportunity to analyze portfolio construction through the lens of a holdings-based approach. There is no right or wrong way to build a portfolio but today I wanted to highlight the potential benefits of a simple, 3-pronged approach driven by commonsense, logic, and robust data.
Investment Strategy Insights

Rotate in May and Go Play!

Eric Clark, Portfolio Manager -
As April ends and May begins, the drumbeat of "Sell in May and Go Away" grows louder and louder. It's important to remember two things about this concept: 1) it does not work every year and 2) a better approach has typically been to "rotate to defensives" like healthcare and staples in May versus going away entirely.
Economic Insights

How to Play Offense & Defense in a Portfolio – Part 2: Offense

Eric Clark, Portfolio Manager -
For Part 2 of the portfolio creation topic, I wanted to shift to offense. There’s thoughtful, steady growth while paying attention to costs and maintaining high operational efficiency and there’s growth at all-cost. When rates were at zero and access to capital was plentiful, the “growth-at-all-cost” companies performed exceptionally well.
Economic Insights

How to Play Offense & Defense in a Portfolio – Part 2: Offense

Eric Clark, Portfolio Manager -
For Part 2 of the portfolio creation topic, I wanted to shift to offense. There’s thoughtful, steady growth while paying attention to costs and maintaining high operational efficiency and there’s growth at all-cost. When rates were at zero and access to capital was plentiful, the “growth-at-all-cost” companies performed exceptionally well.
Economic Insights

How to Play Offense & Defense in a Portfolio: Part 1 – Defense

Eric Clark, Portfolio Manager -
I wanted to do a two-part series, one focused on the benefits of holding defensive business models that tend to perform well in more difficult economic periods, and one focused on playing offense through secular growth brands.
Economic Insights

Fiduciary Responsibility, Know Your Customer, Focus on Suitability: How Advisors Can Act in Their Clients’ Best Interests When It Matters Most

Eric Clark, Portfolio Manager -
Investors and advisors have a lot on their plates these days and keeping clients engaged while helping them protect themselves and sleep at night is as difficult as it’s ever been. I thought I would spend a little time this week highlighting some important ideas that can help streamline the process of keeping happier clients and helping them reach their goals in difficult markets.
Economic Insights

Fiduciary Responsibility, Know Your Customer, Focus on Suitability: How Advisors Can Act in Their Clients’ Best Interests When It Matters Most

Eric Clark, Portfolio Manager -
Investors and advisors have a lot on their plates these days and keeping clients engaged while helping them protect themselves and sleep at night is as difficult as it’s ever been. I thought I would spend a little time this week highlighting some important ideas that can help streamline the process of keeping happier clients and helping them reach their goals in difficult markets.
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