Charles Sizemore
Charles Lewis Sizemore, CFA, is Chief Investment Officer of Sizemore Capital Management, a registered investment advisory firm based in Dallas, where he specializes in dividend-focused portfolios and in building alternative allocations with minimal correlation to the stock market. He is also the co-author, along with Douglas C. Robinson, of Boom or Bust: Understanding and Profiting from a Changing Consumer Economy. Charles has been a repeat guest on Fox Business, CNBC, Bloomberg TV, 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.
Charles Sizemore Professional Experience / Academic History
Professional Experience
-
Dent Research's Chief Retirement Strategist
-
Peak Income Editor
Academic History
-
MS, Accounting and Finance
-
BBA, International Finance, Magna Cum Laude
Charles Sizemore specializes in investing in dividend-focused portfolios and building alternative allocations by finding value opportunities outside of the mainstream stock market He has been featured in numerous publications and well-reputed financial websites, including MarketWatch, TheStreet.com, InvestorPlace.com, MSN Money, Seeking Alpha, Stocks, Futures, and Options Magazine, The Daily Reckoning, Benzinga, Minyanville and Investment International. He worked alongside best-selling financial author and economic strategist Harry S. Dent, Jr. in creating original research on the effects of changing global demographics on asset returns and economic growth, Charles also was a regular contributor to the HS Dent Forecast monthly newsletter and the HS Dent Blog — one of the most widely read financial Blogs in the world. Charles Sizemore Accomplishments Master of Finance and Accounting from the London School of Economics Bachelor of Business Administration in Finance (International emphasis) from Texas Christian University Graduated Summa Cum Laude & Phi Beta Kappa