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Podcast: The Meb Faber Show - Better Investing
Episode: Eric Clark - “I Still Believe that Alpha is Available and Possible, and Beating a Benchmark is Possible" | #88
Description: In Episode 88, we welcome portfolio manager, Eric Clark.As usual, we start with Eric’s background, which spans 25 years in the investment industry. After working for an asset manager, Eric realized he wanted to do something passion-based – a “timeless equity strategy.” So, when he felt he had the answer, he created a suite of consumption-based brand strategies.Meb asks about these brands and how they play a role in Eric’s portfolio construction.Eric tells us he tasked himself with identifying some stable, persistent themes he could anchor to (for the purposes of building a...