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About U.S. Global Investors

U.S. Global Investors (GROW) is a registered investment adviser with a storied legacy spanning over five decades. Originating as an investment club, the firm has evolved into a sophisticated global investment manager headquartered in San Antonio, Texas, and helmed by CEO Frank Holmes since 1989. The company has consistently leveraged its extensive market experience to provide innovative investment products and specialized services tailored to both individual and institutional investors.

Core Business and Investment Strategy

The firm’s primary focus is on investment management services and strategic corporate investments. Its revenue is predominantly generated through advisory fees associated with managing U.S. Global Investors Funds and a diversified suite of thematic exchange-traded funds (ETFs). A pivotal element of its strategy is the adoption of the Smart Beta 2.0 approach— an advanced methodology that blends passive investment techniques with dynamic, factor-based quantitative analysis to construct resilient and diversified portfolios.

Specialized Market Focus

U.S. Global Investors has carved out a distinguished niche by specializing in sectors that include gold and precious metals, natural resources, and emerging markets. Their innovative suite of thematic ETFs extends to industries such as global airlines, travel, technology, and aerospace-defense. This focused expertise enables the firm to capture and exploit unique market trends using both quantitative metrics and thorough fundamental analysis.

Global Presence and Industry Position

Operating in a complex global market, the company has adeptly navigated economic cycles and sector-specific challenges by emphasizing rigorous research, transparent governance, and a disciplined investment methodology. Its global presence is underscored by a series of pioneering thematic investment products that offer exposure to high-conviction sectors, thereby setting the firm apart in a competitive advisory landscape.

Commitment to Transparency and Shareholder Value

The firm maintains a steadfast commitment to transparency and robust corporate governance. U.S. Global Investors consistently demonstrates its focus on enhancing shareholder value through meticulously structured dividend policies and strategic share repurchase programs. This commitment, combined with its long-term disciplined investment approach, reinforces its trustworthiness and reliability among investors.

Expertise, Experience, and Trustworthiness

With over 50 years of market experience, U.S. Global Investors is recognized for its deep expertise and innovative investment strategies. The integration of its Smart Beta 2.0 framework allows the firm to adeptly balance risk and reward, ensuring that its investment products remain resilient in volatile markets. This blend of accumulated experience, strategic market focus, and rigorous analytical foundations forms the bedrock of its reputation as a trusted global investment adviser.