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The investment seeks long-term growth of capital plus protection against inflation and monetary instability. Under normal market conditions, the fund will invest at least 80% of its net assets in equity and equity-related securities of companies principally engaged in the exploration for, or mining and processing of, precious stones and minerals, including but not limited to, gold, silver, platinum group, palladium, rare earth minerals, and diamonds. The fund also may purchase call and put options, and enter into covered option writing transactions. In addition, the fund may invest up to 15% of its net assets in illiquid securities. It is non-diversified.
| 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. | ||
| Naiziang Zhou | - | 1997 | 1998 |
| Victor Flores | CIO | 1990 | 1997 |
| 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. | ||
| J. David Edwards | executive Vice President, CIO | 1987 | 1990 |
| Biography | Edwards joined United Services Advisors in 1987 as executive vice president and chief investment officer. His investment philosophy focuses on macroeconomic factors, political economics, industry sector trends, technical factors, and individual stock characteristics. Edwards served as senior vice president and chief investment officer at Kanaly Trust Company from 1983 to 1987. He also spent one year at the Bank of the Southwest. Edwards holds the Chartered Financial Analyst designation. | ||
| Douglas B. Groh | Portfolio Manager | 1985 | 1987 |
| Biography | Douglas B. Groh is a Portfolio Manager at Tocqueville Asset Management L.P. He joined Tocqueville in 2003. Prior to joining Tocqueville, Mr. Groh was Director of Investment Research at Grove Capital from 2001 to 2003 and from 1990 to 2001 held investment research and banking positions at J.P. Morgan, Merrill Lynch and ING Bank. Mr. Groh began his career as a mining and precious metals analyst in 1985 at U.S. Global Investors. Mr. Groh earned a B.S. in Geology and Geophysics from the University of Wisconsin-Madison and an M.A. from the University of Texas at Austin, where he focused on mineral economics. | ||
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