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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 involved in the natural resources industries, which include, among others, the following industries: natural gas, integrated oil companies, hard rock or oil and gas drilling, oil and gas exploration and production, oil and gas refining, oilfield equipment/services, aluminum, chemicals, base metals and specialty minerals, gold and precious metals, iron and steel, paper and forest products, etc.
Name | Title | Since | Until |
---|---|---|---|
Joanna Sawicka | - | 2020 | Now |
Ralph P. Aldis | Portfolio Manager | 2015 | 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 |
Brian K. Hicks | Research Analyst | 2004 | 2015 |
Biography | Hicks has served as research analyst of U.S. Global Investors, Inc since 2004, an analyst with A.G. Edwards & Company from 2001 to 2004 and a trader with Charles Schwab & Co from 2000 to 2001. | ||
Evan Smith | Analyst | 2004 | 2014 |
Biography | Smith has served as a research analyst of the Adviser since 2004, and an analyst with Sanders Morris Harris Group from 1998 to 2004. | ||
Management Team | - | 1999 | 1999 |
Biography | Team Managed | ||
Ralph P. Aldis | Portfolio Manager | 1989 | 1999 |
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. | ||
Victor Flores | CIO | 1990 | 1992 |
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. | ||
Gilbert Atzom | analyst and Portfolio Manager | 1987 | 1990 |
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. |
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