To Our Investors,
I am pleased to announce new developments at Sizemore Capital Management. I'll start with the most visible. The company now has a new website that provides a wealth of information to both existing and potential clients. Feel free to browse it at your leisure: http://www.sizemorecapital.com
Secondly, by the end of the year clients will begin receiving comprehensive statements that consolidate all accounts managed by Sizemore Capital. Previously, clients received a separate statement for each account from the account custodian only.
Finally, we are launching a new managed account option for more aggressive investors. For investors looking to implement the investment ideas expressed in the Sizemore Investment Letter but prefer the convenience of professional management, we now offer the SCM Sizemore Investment Letter Managed Account. For more details, please contact Sizemore Capital Management.
Here's to making 2011 even better than 2010,
Charles Lewis Sizemore, CFA
Chief Investment Officer, Sizemore Capital Management LLC
Sizemore Capital Management LLC
2633 McKinney Avenue │ Suite 130-159 │ Dallas, Texas 75204
Phone: (214) 717-4935 │ Fax: (214)-572-7865 │ Skype: clsizemore
Thursday, November 18, 2010
Monday, November 1, 2010
Sizemore Capital Management 3rd Quarter 2010 Letter to Investors
To Our Investors,
The third quarter of 2010 ended on a high note with the S&P 500 posting its strongest September in 71 years. Against this backdrop, our actively-managed Tactical Portfolio returned 9.0% for the year through the third quarter, compared to 3.9% for the S&P 500 Total Return.
Our returns for 2010 year-to-date on our Strategic Portfolio Allocation models were the following:
The third quarter of 2010 ended on a high note with the S&P 500 posting its strongest September in 71 years. Against this backdrop, our actively-managed Tactical Portfolio returned 9.0% for the year through the third quarter, compared to 3.9% for the S&P 500 Total Return.
Our returns for 2010 year-to-date on our Strategic Portfolio Allocation models were the following:
- Preservation of Capital........3.61%
- Conservative Income.......... 7.44%
- Growth and Income.............7.81%
- Growth...............................8.06%
- Aggressive..........................7.86%