David Alton Clark of Clark Capital joins the Marketplace Roundtable podcast to discuss his  High Yield Income Forum service and how his investing strategy has evolved over the last quarter century.
Having successfully navigated the dot-com collapse in the early 2000s and real estate bubble later that decade, Clark today values capital preservation over capital creation. "You really need to watch out for your nest egg as you're building it up over time," he says.
That includes seemingly simple things like having a plan to "layer in" to a position once a decision has been made to invest.

Topics Covered:

2:00 - Investing strategy4:00 - Key lesson learned in your career6:30 - Lesson learned in the last year8:30 - What are you watching as we head toward the end of the year?10:45 - Concerns about the market/portfolio13:00 - What gives you confidence about your approach?16:45 - Characteristics of bubbles19:00 - Stock pick ideas - AT&T (T)22:45 - Century Link (CTL)27:30 - Iron Mountain (IRM)29:30 - How important is dividend income to your investing thesis? 
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