Jason Clark

Principal, Portfolio Manager,


  • Contributing Editor, The Prudent Speculator
  • United States Navy Veteran
  • Jason is a CFA® Charterholder and a Member of the CFA Society

About Jason

Jason R. Clark, principal and portfolio manager of Kovitz, has been a part of the firm's Research and Portfolio Management Department since 2007. Jason is currently vice president, senior portfolio manager. Within research, Jason is primarily focused on fundamental analysis of individual stocks and industries. Within Portfolio Management, Jason is responsible for active account management, providing education about the firm's investment strategies and portfolio management process and working with the firm's current and prospective Private Wealth clients. He also contributes to the firm's newsletter and market commentaries. After serving in the United States Navy, he graduated summa cum laude with a BA degree in finance from the University of West Florida. His background includes experience as a fixed income specialist and corporate bond trader for Edward Jones and equity research associate with A.G. Edwards. Mr. Clark is a CFA charterholder and a member of the CFA Society of Orange County.

Jason's Articles

Jason Clark — value investing specialist and a contributing editor to The Prudent Speculator — reviews a pair of leading medical device makers.
Hasbro (HAS) recently held an Investor Day in which the relatively new CEO Chris Cocks laid out the toys and entertainment concern’s strategy for the next five years, reports Jason Clark, contributing editor to the value-oriented newsletter, The Prudent Speculator.
The release of fiscal Q1 financial results from athletic footwear powerhouse Nike (NKE) caused shares of Foot Locker (FL) and Dick’s Sporting Goods (DKS) to slide, while shares of the Swoosh closed nearly 13% lower on the news, notes Jason Clark, contributing editor to The Prudent Speculator.
Comments from The Clearing House conference, which met for the first time in person since 2019, hinted that loan demand would take a long time to normalize, suggests Jason Clark, value investor and editor at The Prudent Speculator.