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Advisor Information for HSUAX

Fund Inception09/30/2002
Name of IssuerRational Funds
Fund Advisor(s)Rational Advisors, Inc.
Sub-Advisor(s)Accuvest Global Advisors

Fund Managers for HSUAX

David Garff
Portfolio Manager since 10/17/2017
David serves as the CEO of Accuvest Global Advisors and Accuvest's parent, Mosaic Financial (MIG). He heads the Investment Committee and Research teams. David’s responsibilities include oversight of the firm’s asset allocation process, CST investment strategy, country selection model and liquid alternatives portfolios. He began his investment career in 1992 with Merrill Lynch, and then spent 10 years as a consultant with Smith Barney, serving the needs of affluent families, Foundations and Endowments. David graduated with a B.A. in Economics and Spanish Translation from Brigham Young University, and a Masters Degree in Business Administration, with a concentration in Finance, from the Haas School of Business at the University of California, Berkeley. David is a frequent conference speaker on the subjects of global investing, ETFs and country selection. He has been featured on TV, radio and in print media with Bloomberg, CNBC, Fox Business, Wall Street Journal, Morningstar and Barron’s. In 2015, David was recognized by IMCA with the 2015 Edward D. Baker III Journal Research Award for his whitepaper entitled Multi-style Global Equity Investing: A Statistical Study on Combining Fundamentals, Momentum, Risk, and Valuation for Improved Performance.
Eric Clark
Portfolio Manager since 10/17/2017
Eric also serves as a Portfolio Manager and a member of the Investment Committee at Accuvest Global Advisors. His focus is on overall portfolio asset allocation for Accuvests client portfolios including the core brands, secular theme satellite allocations and the alternative allocations. As member of the Investment Committee, his responsibilities include research, investment analysis, technical analysis, macroeconomic commentary, and portfolio strategy & implementation. Eric also leads the sales, marketing & distribution efforts of the Alpha Brands business line. Eric has over 30 years investment experience. He graduated with a B.A. in Urban Planning with an emphasis on Real Estate & Economics from the University of Maryland, College Park. Eric is a frequent writer about the power of the consumer and global consumption trends and the Iconic Brands that benefit. He holds the Series 7 and 65 licenses.