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This defensive stock could rise 28% this year as middle-class Americans get squeezed

Veteran portfolio manager Eric Clark's best idea for 2025.

Welcome to the Best Ideas Club. As a paying member, you get a report every Sunday that unpacks one actionable, high-conviction investment idea sourced from an interview with a world-class investor. 

This week we interviewed Eric Clark, a portfolio manager and chief investment officer at Rational Dynamic Brands Fund, which oversees $71 million in assets under management and deploys capital with a consumer-focused investment strategy.

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