Sizemore Capital Management

Sizemore Capital Management

Sizemore Capital Management was founded in 2008 by Charles Sizemore, who serves as the firm's Chief Investment Officer out of Dallas, Texas. The firm entered the market during the global financial crisis, positioning itself as an allocator to absolute-return strategies at a moment when many institutional investors were reassessing their exposure to public equity markets. Sizemore structured the firm around the premise that liquid alternative strategies could provide uncorrelated return streams for clients who wanted hedge fund economics without lockup structures. The firm's core strategy centers on constructing fund-of-hedge-fund portfolios that span liquid alternatives, long/short equity, global macro, and event-driven credit. Sizemore allocates across multiple hedge fund managers, selecting firms based on strategy purity, capacity discipline, and demonstrated alpha generation in their target markets. The firm's mandate includes traditional money management alongside its alternatives book, though the absolute-return allocation has defined its market positioning. The portfolio construction philosophy emphasizes low correlations to the S&P 500 and fixed-income benchmarks, targeting positive returns across multiple market environments rather than chasing beta-driven rallies. Sizemore remains a boutique operation headquartered in Dallas with a lean team structure characteristic of a founder-led investment shop. The firm's regulatory filings and public footprint suggest sub-$200 million in regulatory assets, placing it among smaller fund-of-funds operators in the US wealth management landscape. The firm has not disclosed specific underlying hedge fund managers or portfolio company positions, maintaining the manager-selection opacity typical of fund-of-funds vehicles. Its investor base is primarily individual and family wealth clients accessed through the firm's wealth management and advisory channels. Sizemore's structural differentiator lies in its founder-operated model at a scale that allows manager access without the portfolio-construction constraints that large allocators face. Unlike institutional fund-of-funds platforms that must deploy billions, Sizemore can allocate to capacity-constrained hedge fund managers who close to larger institutional flows. This boutique posture gives the firm optionality on manager selection that larger peers — forced into the largest, most accessible hedge funds — cannot replicate.