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MFWire: U.S. Global Investors Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
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U.S. Global Investors Funds
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7900 Callaghan Road
San Antonio, TX 78229
Google Maps
Contact
Main Phone: 210-308-1234
Web Site:
http://www.usfunds.com
Mutual Fund Brand(s)
U.S. Global Investors Funds
Research Links
Stock Data: SEC Filings | Yahoo! Quote SEC Fund Filings by CIK
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Background:
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Based in San Antonio, Texas, U.S. Global Investors was founded as an investment club in the early 1960s. The firm became a registered investment advisor in 1969 under the name Military Services Investments Advisors, Inc. The name soon changed to Growth and Research Management, Inc. U.S. Global Investors assumed its current name in June 1996, and now manages 13 no-load mutual funds specializing in gold, natural resources, emerging markets and global infrastructure opportunities.
CEO and CIO Frank Holmes has led the company since 1989, when he purchased a controlling interest in USGI. He assumed his CIO duties in 2001 -- the first person in the firm to hold that title. USGI launched its first mutual fund, the Gold Shares Fund, in 1974 as the nation's first no-load precious metals fund. The firm really began expanding its mutual fund offerings after Holmes took the reins. The firm opened the China Region Fund in 1994, the Easter European Fund in 1997, and the Global Emerging Markets Fund in 2005. In December 2006, Mining Journal Magazine named Holmes "Mining Fund Manager of the Year" based on the 2006 performance of the funds he managed.
In March 2010, the firm added an institutional shares to three of its funds, the World Precious Minerals Fund, the Global Resources Fund, and the Global Megatrends Fund.
Susan McGee joined USGI as associate counsel in 1992, and now serves as the firm's president and general counsel.
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Sponsored Opportunities
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Key People:
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Frank Holmes CEO and Chief Investment Officer, U.S. Global Investors, Inc. | Lisa Callicotte CFO, U.S. Global Investors, Inc. | James Love Chief Compliance Officer/Associate General Counsel, U.S. Global Investors | Susan Filyk Vice President of Marketing , |
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Story Archive for U.S. Global Investors Funds
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Published On
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Story Headline
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Publication |
10/19/2023
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19 Fund Firms Win Big In the Second City
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MFWire.com
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8/18/2023
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KraneShares' Flows Rebound By $1B
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MFWire.com
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7/24/2023
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Simplify's Inflows Jump Tenfold
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MFWire.com
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4/24/2023
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USCF Wins With $852MM
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MFWire.com
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3/1/2023
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Victory Leads As Mr. Market Smites Most Fund Firms
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MFWire.com
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2/27/2023
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JPMAM Threepeats With $6B
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MFWire.com
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2/22/2023
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Small Firm Inflows Fall By $1.2B, But ...
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MFWire.com
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2/1/2023
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Mr. Market Boosted Fund Firms By 9 Percent In January
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MFWire.com
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1/24/2023
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In 2022, Mr. Market Took a 20-Percent Bite Out of Fund Firms, But ...
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MFWire.com
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11/7/2022
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Invesco and 15 Other Firms Win Big In NYC
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MFWire.com
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10/20/2022
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Nine Months, $3.43B of Inflows
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MFWire.com
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10/4/2022
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Mr. Market Took Fund Firms Down 13 Percent In September, But ...
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MFWire.com
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7/27/2022
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Rebuffed, a Fund Firm's Would-Be Acquirers Raise a Disclosure Issue
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MFWire.com
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7/5/2022
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A 10-Fund Firm Rebuffs a Buyout Offer
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MFWire.com
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6/28/2022
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Will a $4.1B-AUM Fund Firm Sell?
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MFWire.com
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6/2/2022
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Mister Market Smiled On Fund Firms In May
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MFWire.com
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5/3/2022
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Most Fund Firms Felt Mister Market's April Pain
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MFWire.com
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4/25/2022
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A $113B Active Flows Collapse
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MFWire.com
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3/17/2022
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A 66-Year-Old Boutique Leads, But Small Firms' Inflows Slow
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MFWire.com
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3/3/2022
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Mister Market Is Hitting Fund Firms Harder In 2022, But ...
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MFWire.com
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2/17/2022
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USGI Leads With $332MM As Small Firms' Inflows Return
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MFWire.com
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12/9/2021
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23 Fund Firms Win Big
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MFWire.com
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11/12/2021
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A Lone Star Fund Firm Adds New Online Flavor
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MFWire.com
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8/24/2021
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Pacer Leads As Small Firms' Inflows Share Rises 26 Percent
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MFWire.com
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3/12/2021
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The Pandemic Hasn't Dispelled Mister Market's Love of Fund Firms
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MFWire.com
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8/18/2020
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Small Fund Firms' Outflows Quadruple
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MFWire.com
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7/21/2020
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Ark Repeats As Small Firms' Outflows Plummet
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MFWire.com
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4/8/2020
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Mid-Crisis, This Boutique Grew By 20 Percent
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MFWire.com
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3/17/2020
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A Very Bad Monday
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MFWire.com
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3/9/2020
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Asset Managers Slip As the NYSE Circuit Breaker Trips
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MFWire.com
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3/4/2020
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Two Fund Firm Deals Closed This Week
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MFWire.com
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2/28/2020
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As Markets Swoon, Asset Managers Fall Nearly 12 Percent
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MFWire.com
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1/6/2020
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Seven Years In, a U.S. Boutique Unwinds a Canadian Deal
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MFWire.com
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11/20/2019
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A Texas Fund Firm's Average AUM and Net Outflows Fall
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MFWire.com
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9/26/2019
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Matthews, 361, and JPMAM Win Big In Chi-Town
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MFWire.com
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8/6/2019
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A Rough Week? How About a Rough 12 Months?
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MFWire.com
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12/19/2018
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Asset Managers Fall 31 Percent
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MFWire.com
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11/5/2018
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Week In Preview, November 5-11
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MFWire.com
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10/11/2018
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Bad Day? Asset Managers Are Having a Bad Year.
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MFWire.com
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10/10/2018
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Aberdeen Standard's STAR Shines In Chi-Town
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MFWire.com
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10/8/2018
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Week In Preview, October 8-14
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MFWire.com
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6/22/2018
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How Bad Has 2018 Been to This Fund Firm?
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MFWire.com
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6/1/2018
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In Texas, a Fundster Prez Resigns
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MFWire.com
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9/19/2017
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An ETF Shop Bets on Blockchain
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MFWire.com
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6/29/2017
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The New Fund Fuss - June 29, 2017
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MFWire.com
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5/15/2017
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Eye for Earnings - May 15, 2017
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MFWire.com
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3/24/2017
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Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
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MFWire.com
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2/13/2017
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Eye for Earnings - February 13, 2017
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MFWire.com
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11/14/2016
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Eye for Earnings - November 14, 2016
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MFWire.com
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11/10/2016
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Mister Market Smiles On Asset Managers After Trump's Big Win
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MFWire.com
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10/19/2016
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Aberdeen and OpFunds Win Big in Chicago
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MFWire.com
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9/19/2016
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Eye for Earnings - September 19, 2016
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MFWire.com
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3/11/2016
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Prepare For ICI's MFIM 2016!
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MFWire.com
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2/17/2016
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A Texas Fund Firm Slims Down By 60 Percent
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MFWire.com
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5/4/2015
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U.S. Global Investors' Holmes Jets to the NYSE
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MFWire.com
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4/23/2015
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The Most Underpaid Fundster CEO Is Not Who You Think
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MFWire.com
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11/12/2014
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Holmes Perseveres in U.S. Global's Acquisition Hunt
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MFWire.com
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10/22/2014
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OppFunds, Putnam, Aberdeen and U.S. Global See STARS in Chitown
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MFWire.com
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8/29/2013
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Three Things to Know From U.S. Global Investors' Fiscal 2013 Earnings
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MFWire.com
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8/12/2013
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U.S. Global Investors Delays Institutional Shares of Two Funds
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MFWire.com
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7/3/2013
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A Boutique's CFO Resigns
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MFWire.com
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5/14/2013
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Three Things to Know from the Earnings of U.S. Global Investors
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MFWire.com
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4/4/2013
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A Texas Boutique Buys Into Canada
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MFWire.com
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10/25/2012
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Franklin, Hancock, RidgeWorth and U.S. Global Win Big at MFEA
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MFWire.com
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11/17/2010
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57. Susan McGee
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MFWire.com
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10/25/2010
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Vanguard and Franklin Win Gold STARs
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MFWire.com
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3/3/2010
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U.S. Global Investors Launches Institutional Shares
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MFWire.com
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11/17/2009
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PMs Weigh in on Golden Prospects
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MFWire.com
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9/28/2009
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U.S. Global Rolls Out New Web Site
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MFWire.com
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9/11/2009
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U.S. Global Experiences a See-Sawing Year
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MFWire.com
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7/21/2009
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USGI Moves its Seat of Power to the Alamodome for a Day
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MFWire.com
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6/3/2009
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WSJ Highlights Inflation-Fighting Funds From MFS and Others
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MFWire.com
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