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Charles Lewis Sizemore
Chief Investment Officer at Sizemore Capital Management LLC
· Dallas, Texas
Check size
$5,000 minimum investment
Lead stage
Public markets
Deals tracked
1
Sectors
Dividend-Paying Equities, Real Estate Investment Trusts (REITs)
Dividend-Paying Equities
Real Estate Investment Trusts (REITs)
Master Limited Partnerships (MLPs)
Alternative Strategies
Dividend-paying equities
Alternative investments
Public markets
Established companies
Dallas, Texas
United States
About Charles
Charles Lewis Sizemore is an Executive Officer with investment and advisory experience in financial services and capital markets. Limited public data available on current firm affiliation, investment focus, or portfolio activity
Investment thesis
Dividend-focused portfolios with tax-efficient alternative allocations and minimal market correlation
Sizemore Capital Management deploys capital through a top-down, macro-focused investment process that identifies durable macroeconomic trends and selects attractively-priced securities positioned to benefit from those trends. The firm specializes in dividend-growth strategies targeting high-yield, income-producing investments (stocks, REITs, MLPs) with rising or potentially rising dividend histories, as well as alternative strategies such as Blue Orbit Capital funds designed to deliver returns with minimal correlation to traditional asset classes. Sizemore takes a global approach, considering all international markets and industries, with a primary objective of generating high, growing income streams that outpace inflation and a secondary objective of capital appreciation
Investment philosophy
Charles Lewis Sizemore, CFA specializes in building dividend-growth portfolios and tax-efficient alternative allocations that maintain minimal correlation to the stock market. His philosophy centers on creating diversified, adaptable strategies that complement existing holdings while ensuring equity portfolios are extraordinary rather than merely good.
Recent activity
Live platform data · proprietary, citable layer
Frequently asked
Does Charles Lewis Sizemore invest at Public markets stage?
Yes. They invest at Public markets, Established companies stage.
Their geographic focus includes Dallas, Texas, United States.
What is their typical check size?
Charles Lewis Sizemore's typical check size is $5,000 minimum investment.
They currently invest through Sizemore Capital Management LLC.
What sectors does Charles Lewis Sizemore focus on?
Charles Lewis Sizemore primarily invests in Dividend-Paying Equities, Real Estate Investment Trusts (REITs), Master Limited Partnerships (MLPs), Alternative Strategies.
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