U.S. Global Investors CEO and Fund Manager Win International Award

September 29, 2016

SAN ANTONIO – September 29, 2016 – Frank Holmes, CEO and chief investment officer of U.S. Global Investors, and portfolio manager Ralph Aldis, CFA, are the 2016 winners of the Mining Journal’s Best Americas Based Fund Manager award.

The award is among the annual Mining Journal’s Outstanding Achievement Awards, and was presented in Toronto at the first-ever Mines and Money Americas investment conference on September 27. Mining Journal, based in London, is a leading publication for the global mining industry.

Holmes and Aldis were selected as the winners from a finalist group of fund management teams from Gabelli Funds, Dynamic Funds, Rydex Funds and Mackenzie Investments. The award was decided based on fund metrics provided by Morningstar.

“Ralph and I are honored to receive this recognition from the Mining Journal, and humbled to be chosen from among the other prestigious nominees,” Holmes said.

U.S. Global Investors, led by Holmes, manages two precious metal equity funds including the World Precious Minerals Fund (UNWPX) and the Gold and Precious Metals Fund (USERX). Under his guidance, the company’s mutual funds have received recognition from Lipper and Morningstar, two trusted independent financial authorities.

In 2006 Frank Holmes was named Mining Fund Manager of the Year by the Mining Journal and in 2011 was recognized as a U.S. Metals and Mining “TopGun” by Brendan Wood International. Ralph Aldis was also named a U.S. Metals and Mining “TopGun” by Brendan Wood International in 2011 and again in 2015. The “TopGun” designation is voted on by sell-side professionals who cast their ballots for the investors they believe to be optimal leaders of thought in the industry.

About U.S. Global Investors, Inc.

The story of U.S. Global Investors goes back more than 40 years when it began as an investment club. Today, U.S. Global Investors, Inc. (www.usfunds.com) is a registered investment adviser that focuses on niche markets around the world. Headquartered in San Antonio, Texas, the company provides money management and other services to U.S. Global Investors Funds, the U.S. Global Jets ETF and other international clients.



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Net Asset Value
as of 06/04/2020

Global Resources Fund PSPFX $4.06 No Change Gold and Precious Metals Fund USERX $10.20 0.06 World Precious Minerals Fund UNWPX $3.51 0.08 China Region Fund USCOX $8.72 -0.03 Emerging Europe Fund EUROX $5.85 -0.12 All American Equity Fund GBTFX $22.27 -0.15 Holmes Macro Trends Fund MEGAX $15.45 -0.04 Near-Term Tax Free Fund NEARX $2.24 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change