Principal, Portfolio Manager,
- Contributing Editor, The Prudent Speculator
- United States Navy Veteran
- Jason is a CFA® Charterholder and a Member of the CFA Society
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.
We find significant appeal in dividend stocks as relatively low interest rates for developed markets around the globe plague income-oriented investors, while sustained inflation threatens to erode our purchasing power, asserts Jason Clark, Principal, Portfolio Manager at Kovitz and contributing editor to The Prudent Speculator.
The November CPI reading of 6.8% inflation, the largest year-over-year increase in 39 years, appeared to be the straw that broke the “transitory” camel’s back at the Federal Reserve, suggests Jason Clark, money manager and contributing editor to The Prudent Speculator.
Uncertainty over the future of current Volkswagen (VWAGY) CEO Herbert Diess has weighed on shares of the German automaker in the latter half of 2021, observes Jason Clark, value investor and contributing editor to The Prudent Speculator.
Jason Clark, a long term value investor and a contributing editor to The Prudent Speculator, looks to two leading technology stocks — Apple (AAPL) and Microsoft (MSFT) — that both continue to earn buy recommendations.