Oil Refining&Marketing, Oil&Gas, Energy
Our Pure Growth portfolio typically invests in equities. It focuses on companies that meet or exceed specific fundamental ratios based on their return on equity, price to earnings to growth ratios, and liquidity.
The Value portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap value stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
The Broad Market portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
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Our Growth Plus Income portfolio seeks to target an annual yield of 5%. We use both dividend-paying stocks and bond Exchange-Traded Funds (ETFs) in this growth- and income-oriented portfolio.
The development of the U.S. shale industry is still infantile, however the potential output from these shale deposits can potentially ease the U.S. reliance on foreign energy and provide a significant amount of jobs to Americans in an economic downturn.
The Sizemore Capital Dividend Growth Portfolio invests in dividend-paying stocks, REITS, MLPS, and other income-producing securities with the primary objective of generating a high and growing income stream that will outpace inflation over time, and a secondary objective of long-term capital gains.
The Centric Core portfolio seeks to complement other equity investment strategies. It tends to take on less risk and offer slightly less reward than the S&P 500 over time. Most importantly, my own research suggests that it is less correlated to value and growth than the S&P 500 Index, making it a potentially better source of diversification.