NEW YORK - (AUGUST 16, 2011) — Sizemore Capital Management LLC has launched a global ETF investment model on Covestor, the mirrored investing platform that enables clients to replicate the trading strategies of proven investors.
The Sizemore Capital Tactical ETF Portfolio, managed by Sizemore Capital Management Chief Investment Officer and Sizemore Investment Letter founder and editor, Charles Lewis Sizemore, CFA, is a Global Macro ETF model with a strong contrarian value focus.
The model utilizes all major asset classes, including U.S. and global equities, emerging market equities, bonds, currencies and commodities, as market conditions warrant. The model attempts to allocate to those asset classes the manager believes to be undervalued while avoiding or selling those asset classes deemed to be overvalued.
Covestor brings the type of investing expertise once reserved for high-net-worth investors to everyday investors. Covestor customers can subscribe to Sizemore’s Tactical ETF Portfolio with a low minimum investment of $5,000.
“We aim to identify the powerful macro trends driving the global economy and make investments that profit from those trends. The Tactical ETF Portfolio is a global, macro model utilizing all major asset classes,” said Sizemore.
“Though the Tactical ETF Portfolio may have concentrated allocations to stock market sectors, countries, currencies or commodities, we will always keep the portfolio prudently diversified. Only under very rare circumstances would the portfolio have more than 10 percent of its assets targeted to any single non-diversified position,” added Sizemore.
“The addition of Sizemore's model furthers Covestor's goal of broadening our selection of globally oriented investment options,” said Eric Esterkin, Director of Client Relations, Covestor.
About Covestor
Covestor allows its clients to automatically mirror the trades of individual and professional investors, managing their own money in their own accounts. All securities are purchased in the client’s name and held in custody at an independent broker-dealer. Covestor uses a combination of proprietary and institutional systems to capture and mirror trades for near-real time execution. The company uses industry standard software to generate its performance results.
Covestor is an investment advisor registered with the US Securities and Exchange Commission under the Investment Advisors Act of 1940. Additional information can be accessed directly from our Form ADV document, available at www.covestor.com.
The Sizemore Capital Tactical ETF Portfolio, managed by Sizemore Capital Management Chief Investment Officer and Sizemore Investment Letter founder and editor, Charles Lewis Sizemore, CFA, is a Global Macro ETF model with a strong contrarian value focus.
The model utilizes all major asset classes, including U.S. and global equities, emerging market equities, bonds, currencies and commodities, as market conditions warrant. The model attempts to allocate to those asset classes the manager believes to be undervalued while avoiding or selling those asset classes deemed to be overvalued.
Covestor brings the type of investing expertise once reserved for high-net-worth investors to everyday investors. Covestor customers can subscribe to Sizemore’s Tactical ETF Portfolio with a low minimum investment of $5,000.
“We aim to identify the powerful macro trends driving the global economy and make investments that profit from those trends. The Tactical ETF Portfolio is a global, macro model utilizing all major asset classes,” said Sizemore.
“Though the Tactical ETF Portfolio may have concentrated allocations to stock market sectors, countries, currencies or commodities, we will always keep the portfolio prudently diversified. Only under very rare circumstances would the portfolio have more than 10 percent of its assets targeted to any single non-diversified position,” added Sizemore.
“The addition of Sizemore's model furthers Covestor's goal of broadening our selection of globally oriented investment options,” said Eric Esterkin, Director of Client Relations, Covestor.
About Covestor
Covestor allows its clients to automatically mirror the trades of individual and professional investors, managing their own money in their own accounts. All securities are purchased in the client’s name and held in custody at an independent broker-dealer. Covestor uses a combination of proprietary and institutional systems to capture and mirror trades for near-real time execution. The company uses industry standard software to generate its performance results.
Covestor is an investment advisor registered with the US Securities and Exchange Commission under the Investment Advisors Act of 1940. Additional information can be accessed directly from our Form ADV document, available at www.covestor.com.
