Eric M. Clark
Chief Investment Officer. Alpha Brands, LOGO Portfolio Manager. Dynamic Brands Fund PM. We build equity portfolios focused on highly relevant, blue chip brands.
- Role
- Chief Investment Officer at Accuvest Global Advisors
- Location
- Carlsbad, CA, US
- LinkedIn followers
- 500 followers
About Eric M. Clark
in many of the world\'s most relevant brands has never been easier.Portfolio Manager for the Alpha Brands Consumption Leaders ETF, LOGO and the Rational Funds Dynamic Brands Fund (My team took over HSUTX on 10/17/17) and creator of the Alpha Brands Consumer Spending Index (Bloomberg symbol: Brands). The Index tracks 200 of the most relevant and iconic B2C and B2B brands. The Index constituents serve as the investable universe for the fund. Nothing is more predictable than a consumer\'s propensity to spend. I\'m a Brands Consultant, Brands Portfolio Manager, Brands EvangelistIndustry experience: Portfolio Management, Sales, Sales Management,Marketing, ETF Product specialist with 25 years experience. Financial writer, and creator of compelling content for traders and long-term investors. I\'ve managed ETF, Mutual Fund, Separate Account Portfolio\'s as well as representing some of the top Money Managers in the country. I\'m a capital markets specialist who helps Advisors & HNW investors choose the right asset classes at the right time. Investment portfolios should adapt according to the business cycle versus being static. There are times to be fully invested in equities and times to be very cautious and in \"defense\" mode. Most portfolio\'s are not structured to win. It\'s my goal is to educate & empower investors so they know what they own and why they own it.
Experience
Chief Investment Officer
Feb 2025 — Present · San Diego County, CA, US
Education
University of Maryland
Bachelor of Arts (B.A.), City/Urban, Community and Regional Planning
1988 — 1990
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