Sizemore Capital Profile Picture

Sizemore Capital

Investment Advisor

Sizemore Capital Management LLC is a registered investment advisory firm located in Dallas, Texas. Charles Lewis Sizemore, CFA is the founder and Chief Investment Officer of the firm.

Investment process

Sizemore Capital Management generally takes a top-down, macro approach to the investment process. The firm identifies durable macro trends and chooses attractively-priced investments that stand to benefit from that trend. The firm takes a global approach; all international markets and industries are considered for investment.

Company background

Long-time financial writer Charles Sizemore founded Sizemore Capital Management to grant his readers access to his investment insights. Mr. Sizemore founded the company in 2008 and continues to manage its investments today.


Investment models

Model commentary

  1. How to keep your cool investing in Europe

    24 May 2012

    We humans are instinctively herd animals, and we tend to panic when we see others around us panicking.

  2. The pain in Spain is a buying opportunity 22 May 2012
  3. The real lesson of the 2010 flash crash 17 May 2012
  4. Why we changed the lineup on our ETF models 13 May 2012
  5. Here's why the big money likes stocks 4 May 2012

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Important Information

Important Information

Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More

Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.

The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.