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Please note: The Frank Talk articles listed below contain historical material. The data provided was current at the time of publication. For current information regarding any of the funds mentioned in these presentations, please visit the appropriate fund performance page.

Albania’s Fertile Grounds for Oil Opportunities
Albania’s Fertile Grounds for Oil Opportunities
May 5, 2014

Texas is oil country. The state I now call home leads the nation in oil production and would be one of the top oil-producing nations if it were its own country.

Frank Talk Turns Seven!
Frank Talk Turns Seven!
April 29, 2014

It’s hard to believe that it’s been seven years since I published my very first Frank Talk post! This blog has come a long way since its early years ...

Why Energy is Catching the Market’s Eye
Why Energy is Catching the Market’s Eye
April 21, 2014

Over the last month the energy sector has outperformed the market, and as you can see in the chart below, has done so by 6.5 percent...

4 Areas Revved Up for a Resources Boom
4 Areas Revved Up for a Resources Boom
April 1, 2014

Commodity returns vary wildly, as experienced resource investors can attest and our popular periodic table illustrates.

Making Green from Gold, Palladium and Pollution
Making Green from Gold, Palladium and Pollution
March 10, 2014

Gold is coming back with a vengeance, experiencing a clear recovery and grabbing the attention of market cynics.

A New Twist on an Old Investing Adage
A New Twist on an Old Investing Adage
February 25, 2014

Following a great 2013, many stocks likely disappointed investors in January. For those who follow the investing adage ...

This Commodity was the Decade’s Worst Performer, but Led in 2013
This Commodity was the Decade’s Worst Performer, but Led in 2013
February 12, 2014

How dramatically things can change in a decade. We’ve talked about how volatile resources can be, and 2013’s top commodity performer is an excellent...

Why the Recent Lift in Junior Miners Will Likely Continue
Why the Recent Lift in Junior Miners Will Likely Continue
January 27, 2014

Junior venture companies in Canada are finally seeing a significant lift. In early January, the S&P/TSX Venture Composite Index rose above the 200-day moving average for the first time in three years.

Continuing a Winning Formula for 2014
Continuing a Winning Formula for 2014
January 15, 2014

In any competition, sports or investment management, there are lessons to learn to improve and better results.

Investment Insights from a Road Warrior
Investment Insights from a Road Warrior
January 13, 2014

As part of our investment process, we often take the explicit knowledge learned from our statistical models and overlay them with global travel.

Net Asset Value
as of 01/21/2020

Global Resources Fund PSPFX $4.57 -0.04 Gold and Precious Metals Fund USERX $9.81 0.11 World Precious Minerals Fund UNWPX $3.32 0.02 China Region Fund USCOX $9.13 -0.47 Emerging Europe Fund EUROX $8.00 -0.02 All American Equity Fund GBTFX $26.60 -0.01 Holmes Macro Trends Fund MEGAX $17.31 -0.16 Near-Term Tax Free Fund NEARX $2.23 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change