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. 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.

  2. Thank the ECB for 2012's strong start 15 February 2012
  3. Decoupling? Not in this lifetime. 12 February 2012
  4. Risk aversion ad absurdum 6 February 2012
  5. Japan's endgame nears 26 January 2012

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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.