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MFWire: U.S. Global Investors Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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U.S. Global Investors Funds
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

  • Background:
    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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    Key People:
    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 ,
    Story Archive for U.S. Global Investors Funds
    Published On Story Headline Publication
    11/5/2018 Week In Preview, November 5-11 MFWire.com
    10/11/2018 Bad Day? Asset Managers Are Having a Bad Year. MFWire.com
    10/10/2018 Aberdeen Standard's STAR Shines In Chi-Town MFWire.com
    10/8/2018 Week In Preview, October 8-14 MFWire.com
    6/22/2018 How Bad Has 2018 Been to This Fund Firm? MFWire.com
    6/1/2018 In Texas, a Fundster Prez Resigns MFWire.com
    9/19/2017 An ETF Shop Bets on Blockchain MFWire.com
    6/29/2017 The New Fund Fuss - June 29, 2017 MFWire.com
    5/15/2017 Eye for Earnings - May 15, 2017 MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    2/13/2017 Eye for Earnings - February 13, 2017 MFWire.com
    11/14/2016 Eye for Earnings - November 14, 2016 MFWire.com
    11/10/2016 Mister Market Smiles On Asset Managers After Trump's Big Win MFWire.com
    10/19/2016 Aberdeen and OpFunds Win Big in Chicago MFWire.com
    9/19/2016 Eye for Earnings - September 19, 2016 MFWire.com
    3/11/2016 Prepare For ICI's MFIM 2016! MFWire.com
    2/17/2016 A Texas Fund Firm Slims Down By 60 Percent MFWire.com
    5/4/2015 U.S. Global Investors' Holmes Jets to the NYSE MFWire.com
    4/23/2015 The Most Underpaid Fundster CEO Is Not Who You Think MFWire.com
    11/12/2014 Holmes Perseveres in U.S. Global's Acquisition Hunt MFWire.com
    10/22/2014 OppFunds, Putnam, Aberdeen and U.S. Global See STARS in Chitown MFWire.com
    8/29/2013 Three Things to Know From U.S. Global Investors' Fiscal 2013 Earnings MFWire.com
    8/12/2013 U.S. Global Investors Delays Institutional Shares of Two Funds MFWire.com
    7/3/2013 A Boutique's CFO Resigns MFWire.com
    5/14/2013 Three Things to Know from the Earnings of U.S. Global Investors MFWire.com
    4/4/2013 A Texas Boutique Buys Into Canada MFWire.com
    10/25/2012 Franklin, Hancock, RidgeWorth and U.S. Global Win Big at MFEA MFWire.com
    11/17/2010 57. Susan McGee MFWire.com
    10/25/2010 Vanguard and Franklin Win Gold STARs MFWire.com
    3/3/2010 U.S. Global Investors Launches Institutional Shares MFWire.com
    11/17/2009 PMs Weigh in on Golden Prospects MFWire.com
    9/28/2009 U.S. Global Rolls Out New Web Site MFWire.com
    9/11/2009 U.S. Global Experiences a See-Sawing Year MFWire.com
    7/21/2009 USGI Moves its Seat of Power to the Alamodome for a Day MFWire.com
    6/3/2009 WSJ Highlights Inflation-Fighting Funds From MFS and Others MFWire.com
     News Archives
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