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- Education Texas Christian University, B.A. Phi Beta Kappa; London School of Economics, Master's in finance and accounting
- Founded 2008
- Company Name Sizemore Capital
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Website
http://sizemorecapital.c… -
Twitter
http://twitter.com/charl… -
Blog
http://sizemoreletter.com - 2633 McKinney Avenue Dallas Texas United States 75204
- Financial Newsletter website
- Company website
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
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Sizemore Investment Letter
See full details- Approach Fundamental
- Asset class Equity
- Geography Global
Performance-
5.6%30 day
- - 365 days
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0.5%S.I.
Monthly vs S&P500-1.2% S.I.
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Strategic Growth Allocation
See full details- Approach Macro
- Asset class Multi Asset Class
- Geography Global
Performance-
3.3%30 day
- - 365 days
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15.0%S.I.
Monthly vs S&P500-2.4% S.I.
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Tactical ETF
See full details- Approach Macro
- Asset class Multi Asset Class
- Geography Global
Performance-
3.3%30 day
- - 365 days
-
4.9%S.I.
Monthly vs S&P500-2.2% S.I.
Important info
Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
Personal Track Record returns are calculated by Covestor on a daily time-weighted basis of equity positions in the account provided by the member. 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.
Model commentary
Investing in the age of the frugal American
19 February 2012
Investors can still make a decent profit under these conditions, assuming they choose investments wisely and pay a reasonable price.
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