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The USGI Investment Process

Please note: The articles listed below contain historical material. The data provided was current at the time of publication. For current information regarding any of the funds mentioned in these presentations, please visit the appropriate fund performance page.

July 13, 2018

At U.S. Global Investors, we use a matrix of key statistical models to determine the best investment strategies and are guided by a set of core principles. Tune into the video below to hear our investment strategy from CEO and Chief Investment Officer Frank Holmes.

 

Read more about our five-point investment process here.

 

 

This web page should not be considered a solicitation or offering of any investment product.

All opinions expressed and data provided are subject to change without notice. Some of these opinions may not be appropriate to every investor.

 

Net Asset Value
as of 11/15/2018

Global Resources Fund PSPFX $4.86 0.06 Gold and Precious Metals Fund USERX $6.41 0.13 World Precious Minerals Fund UNWPX $3.16 0.01 China Region Fund USCOX $8.21 0.18 Emerging Europe Fund EUROX $6.33 0.07 All American Equity Fund GBTFX $24.92 0.09 Holmes Macro Trends Fund MEGAX $18.50 0.09 Near-Term Tax Free Fund NEARX $2.19 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change