Charles Lewis Sizemore, CFA is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment advisor based in Dallas, Texas, where he specializes in dividend-focused portfolios and in building tax-efficient alternative allocations with minimal correlation to the stock market.
Charles is a frequent guest on CNBC, Bloomberg TV and Fox Business News, has been quoted in Barron’s Magazine, The Wall Street Journal, and The Washington Post and is a frequent contributor to Forbes, GuruFocus, MarketWatch and InvestorPlace.com.
He holds a master’s degree in Finance and Accounting from the London School of Economics in the United Kingdom and a Bachelor of Business Administration in Finance with an International Emphasis from Texas Christian University in Fort Worth, Texas, where he graduated Magna Cum Laude and as a Phi Beta Kappa scholar. Charles is a CFA Charterholder in good standing.
Charles lives with his wife Maria Jose and two sons, Charles and Ian, and enjoys regularly traveling to his wife’s native Peru.
Contact Charles:
Mailing Address
Sizemore Capital Management, LLC
10440 N. Central Expressway, Suite 800
Dallas, Texas 75231
Email Inquiries:
[email protected]
[…] After finishing graduate school at the London School of Economics, I worked for several years under money manager and financial newsletter writer Harry S. Dent Jr. before deciding to go solo in 2010. As for areas of expertise, in recent years I’ve been focusing on income-producing stocks, real estate and overseas markets. From my time at HS Dent, I’m also a student of demographic trends and how they relate to interest rates, economic growth, and the capital markets. (My full bio can be seen here.) […]