U.S. Global investors
U.S. Global Investors, Inc. is an innovative investment manager with vast experience in global markets and specialized sectors.
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Net Asset Value as
of 04/26/2024:
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Our Mission
At U.S. Global Investors, our mission is to make people feel financially happy and secure that their wealth is consistently growing. We aim to provide a wide array of investment options in the mutual fund and exchange traded fund (ETF) space, with opportunities to fund your financial goals affordably through our ABC Investment Plan.
Management Team
Our History
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Our Investment Process and Company Values
We use a matrix of top-down macro models and bottom-up micro stock selection models to determine weighting in countries, sectors and individual securities.
We believe government policies are a precursor to change, and as a result, we monitor and track the fiscal and monetary policies of the world’s largest countries both in terms of economic stature and population.
We focus on historical and socioeconomic cycles, and we apply both statistical and fundamental models, including “growth at a reasonable price” (GARP), to identify companies with superior growth and value metrics.
We overlay these explicit knowledge models with the tacit knowledge obtained by domestic and global travel for first-hand observation of local and geopolitical conditions, as well as specific companies and projects.
We use a matrix of statistical models to monitor market volatility and money flows, and as a result, we may at times maintain higher than normal cash levels.
U.S. Global Investors, Inc. Policies
U.S. Global Investors
Code of Business Conduct
U.S. Global Investors Code of Ethics for Chief Executive Officer and Principal Financial Officer
U.S. Global Investors Corporate Governance Guidelines
U.S. Global Investors Audit Committee Charter
U.S. Global Investors Compensation Committee Charter
Board Diversity Matrix
U.S. Global Investors Funds Policies
Form N-PX Filing (SEC website)
2024 Glass Lewis Proxy
Voting Guidelines