Charles Lewis Sizemore, CFA is the founder and principal of Sizemore Capital Management LLC, a registered investment advisor – dba Physician Capital Partners. Charles has been a repeat guest on CNBC, Bloomberg TV and Fox Business News, and has been quoted in Barron’s Magazine, The Wall Street Journal and The Washington Post. He is a contributor to Forbes Moneybuilder, and has been featured in numerous publications and well-reputed financial websites, including MarketWatch, TheStreet.com, InvestorPlace, GuruFocus, MSN Money, and Seeking Alpha. He is also the co-author, along with Douglas C. Robinson, of Boom or Bust: Understanding and Profiting from a Changing Consumer Economy (iUniverse, 2008).
Charles 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. He also maintains the Chartered Financial Analyst (CFA) designation in good standing.
Phillip Guerra, DO is a board-certified anesthesiologist in the Dallas-Fort Worth Metroplex. He received his medical degree from the University of North Texas in Fort Worth and completed his anesthesia residency at University of Texas at Houston in 2008. Dr. Guerra is experienced in several computer languages and has completed various masters-level courses in finance, accounting, economics and statistics from University of Texas at Arlington and the University of Texas School of Public Health and has studied the CFA Level I material. By using the same skills in developing a patent in anesthesiology and combining a scientific, evidence-based framework from his medical background along with his interests in finance and predictive analytics, Dr. Guerra has been able to develop and test active and passive algorithmic investment models. Dr. Guerra specializes in dynamic asset allocation, factor-based investing, and volatility-based position sizing. He holds a Series 65 securities license and is a registered investment adviser representative for Sizemore Capital Management LLC.
Sizemore Capital has adopted the CFA Institute Asset Manager Code of Conduct,which outlines the ethical and professional responsibilities of firms that manage assets on behalf of clients. The CFA Institute’s mission is to lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence. To foster this culture of ethics and professionalism, CFA Institute offers this voluntary code of conduct. Additionally, firm personnel are expected to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct.