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.
Shares of Tyson Foods (TSN) sank by nearly 20% last week after the company reported its first quarterly loss in over a decade, observes Jason Clark, value investor and contributing editor to The Prudent Speculator.
Despite recently slashing its dividend, Intel (INTC) still offers long-term value to patient investors according to Jason Clark, contributing editor of The Prudent Speculator.
Shares of Kimco Realty (KIM) dipped in response to Q4 financial results from the open-air, grocery anchored shopping plaza real estate investment trust, notes Jason Clark, value investing expert and contributing editor to The Prudent Speculator.
JPMorgan Chase (JPM), Bank of America (BAC) and Citigroup (C) posted respective Q4 EPS of $3.57 (vs. $3.10 est.), $0.85 (vs. $0.78 est.) and $1.10 (vs. 1.16 est.), reports Jason Clark, value investing expert and contributing editor to The Prudent Speculator.