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U.s. Global Investors Gold And Precious Metals Fund (USERX)
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11.67
-0.23
-1.93%
- Morningstar Rating:
- Total Assets: 106.59M
US Global Investors Gld & Prec Mtls
11.67
-0.23
-1.93%
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U.s. Global Investors Gold And Precious Metals Fund Overview
On this page you'll find an in-depth profile of U.s. Global Investors Gold And Precious Metals Fund. Learn about the key management, total assets, investment strategy and contact information of USERX among other information.
Investment Strategy
The investment seeks long-term growth of capital plus protection against inflation and monetary instability; current income is a secondary objective. Under normal market conditions, the fund will invest at least 80% of its net assets in equity and equity-related securities of companies principally involved in the mining, fabrication, processing, marketing or distribution of precious metals including gold, silver, platinum group, palladium, as well as diamonds. The fund may also short positions in the fund's portfolio that are considered by the Adviser to be overvalued in an effort to realize a valuation discrepancy. The fund is non-diversified.
Contact Information
Address
P.O. Box 781234
San Antonio,TX 78278-1234
United States
San Antonio,TX 78278-1234
United States
Phone
+1 8008738637
Web
www.usfunds.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Joanna Sawicka | - | 2020 | Now |
| Ralph P. Aldis | Portfolio Manager | 2001 | Now |
| Biography | Ralph P. Aldis, CFA, is a Portfolio Manager for U.S. Global Investors, Inc. Aldis has served as senior research analyst of the U.S. Global Investors, Inc. since 2001. Previously he was with United Services Advisors as director of research and analysis since April 1989. Before that, he spent three years in the research department at Neil A. Eisner and Company, and he also worked as a research assistant at Southwest Energy Associates during the summer of 1986. He is a member of the Society of Economic Geologists and the San Antonio Society of Financial Analysts. | ||
| Frank E. Holmes | CIO (Chief Investment Officer) | 1999 | Now |
| Biography | Mr. Holmes is Chief Executive Officer since 1989 and Chief Investment Officer since 1999 at U.S. Global Investors, Inc. Mr. Holmes had investment banking experience in the international capital markets and the gold mining industry. He was formerly President and Chairman of the Toronto Society of the Investment Dealers Association and a member of the Toronto Stock Exchange's Listing Committee as well as a member seat holder of the stock exchanges in Toronto, Montreal, Vancouver and Alberta. | ||
| Juan Leon | - | 2020 | 2021 |
| Gilbert Atzom | analyst and Portfolio Manager | 1998 | 1999 |
| Biography | Atzmon is a gold-stock analyst and portfolio manager with U.S. Global Investors. He was a portfolio manager with the firm from 1987 to 1990 and returned in 1998. During the period away from U.S. Global, he was vice president of investor relations for Dayton Mining Corporation from 1990 to 1993. From 1993 to 1998, he ran his own consulting and management firm advising money managers and mining companies. | ||
| Michael J. Chapman | Senior Investment Analyst | 1998 | 1999 |
| Biography | Michael J. Chapman, CFA, joined Private Capital in 2009 as a Senior Investment Analyst. Previously, Mr. Chapman served as a co-portfolio manager for the Mid-Cap Basic Value fund at AIM Investments from 2001 to 2009; an equity analyst for JPMorgan Fleming from 1999 to 2001; an equity analyst for private wealth manager Gulf Investment Management in 1999; and as a natural resource analyst for U.S. Global Investors from 1995 to 1999. A petroleum engineer by training, Mr. Chapman has experience covering a broad range of small/mid capitalization companies in diverse areas, including basic materials, telecom, natural resources, utilities, consumer staples, and industrials. Mr. Chapman earned both his Master of Arts degree in Energy and Mineral Resources, and his Bachelor of Science degree in Petroleum Engineering, from the University of Texas. | ||
| Victor Flores | CIO | 1992 | 1998 |
| Biography | Flores joined United Services Advisors as an analyst in 1988 and began managing portfolios in 1990. Currently he serves as the company's chief investment officer. He emphasizes fundamental analysis, creating cash-flow models to determine a stock's true value, and visiting company operations to observe company management. Flores, a Chartered Financial Analyst, is a member of the San Antonio Society of Financial Analysts and the Society for Mining Metallurgy and Exploration. | ||
| Edmund Serfaty | - | 1987 | 1992 |
| Brad Heaston | - | 1985 | 1987 |
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