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.

My Investment Models

Dividend Growth

Sizemore Capital believes that a fundamental shift in investor preferences - due, among other factors, to the aging of America's Baby Boomers - is occurring that favors income over growth.  At the same time, traditional income investments such as bonds and certificates of deposit offer unattractive yields near all-time lows. We believe that dividend-paying stocks represent an attractive income alternative over the next decade and beyond.

• Manager
• Benchmark
• S&P 500

Sizemore Investment Letter

The Sizemore Investment Letter Portfolio is based on the ideas discussed in the Sizemore Investment Letter monthly newsletter, edited by Charles Lewis Sizemore, CFA (http://www.sizemoreletter.com).  The Portfolio employs a Global Macro strategy and has a strong value focus.

• Manager
• Benchmark
• S&P 500

Strategic Growth Allocation

The Strategic Growth Allocations are Sizemore Capital's answer to traditional asset allocation and will invest primarily using ETFs.  The Strategic Growth Allocations are appropriate for risk-averse investors that prefer a more passive "buy and hold" strategy that is consistent with their risk and return goals.  The Strategic Growth Allocation seeks to achieve returns comparable to the S&P 500 while taking less risk and is appropriate for investors with an objective of long-term growth.  Income is secondary objective.

• Manager
• Benchmark
• S&P 500

Tactical ETF

The Sizemore Capital Tactical ETF Portfolio is a Global Macro ETF model with a strong contrarian value focus. The model will utilize all major asset classes -- including U.S. and global equities, emerging market equities, bonds, currencies and commodities -- as market conditions warrant. The model will attempt to generate returns with less volatility by allocating to those asset classes the manager believes to be undervalued while avoiding or selling those asset classes deemed to be overvalued. While this model does not intend to trade on margin (i.e. trade with borrowed money), having a margin account enables it to act quickly when opportunities arise rather than wait for funds to officially settle.

• Manager
• Benchmark
• S&P 500