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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.

This Might be Your Investment Adventure of a Lifetime

March 12, 2014

Did you know that over the past decade, Turkey’s economy has more than tripled? The country is a powerhouse in Europe: It is the largest commercial vehicle producer and the second largest steel manufacturer, according to the Republic of Turkey Prime Ministry.

While Turkey has been struggling lately, as the taper storm hammers the emerging European nation, we believe the latest correction could yield even more upside for investors.

When I visited the country this time last year, I was happy to see that the tacit knowledge learned on Turkish soil supported the explicit knowledge of this emerging country’s growth.

Turkey has a rich, diverse culture that is a blend of Asian, European and Middle Eastern traditions. Istanbul has been transformed into a country of affluence and among the beautiful Ottoman mosques, Byzantine churches, palaces and bazaars are ultra-contemporary art sculptures, shopping malls and lush landscaping.

As investment managers, we put a tremendous value on tacit knowledge because it strengthens our explicit knowledge. As St. Augustine once said, “The world is a book and those who do not travel only read one page.”

Now you have a unique opportunity to gain tacit knowledge by joining me on an investment adventure to this majestic country through Opportunity Travel.

Over 10 days in May, you can explore Europe’s fastest growing economy and learn all about the opportunities Turkey has to offer straight from the experts. See first-hand the breathtaking architecture and experience the rich, diverse culture.

Here’s a glance at the journey you can undertake:

Day Date Features Overnight
1 Mon, May 5 Arrival in Istanbul. Transfer to the hotel. Welcome reception and dinner at the hotel Istanbul
2 Tue, May 6 Full day tour including Bosphorus Bridge, Asian Side, Camlica Hill, Beylerbeyi Palace, back to Old Town, Hippodrome Square, Blue Mosque, St. Sophia Museum and Underground Cistern Istanbul
3 Wed, May 7 Half day meeting at the hotel with lunch. Afternoon visit Topakapi Palace, Grand Bazaar Istanbul
4 Thu, May 8 Half day meeting at the hotel with lunch. Afternoon visit Spice Market and cruise along the Bosphorus. Istanbul
5 Fri, May 9 Visit to a local company in Istanbul Istanbul
6 Sat, May 10 Transfer for the airport for morning flight to Kayseri. Afternoon visit the Underground City of Kaymakli and wine sampling experience Cappadocia
7 Sun, May 11 Visit Goreme Open Air Museum, Natural Citadel of Uchisar, Avanos (pottery making), Zelve, Red Valley, Pigeon and Babacik Valleys. After the dinner, visit "Whirling Dervishes" Ceremony of "Sema" Cappadocia
8 Mon, May 12 Before breakfast, optional "Hot Air Ballooning" excursion. After breakfast, drive to Ankara, visit the Mausoleum of Ataturk and The Museum of Anatolian Civilizations. Transfer to airport for flight to Izmir and to Kusadasi Kusadasi
9 Tue, May 13 Tour of the ancient city of Ephesus, The House of Virgin Marry, the Basilica of St. John, the Museum at Selcuk and Sirince Village Kusadasi
10 Wed, May 14 Visit a Gold Mine. Kusadasi
11 Thu, May 15 Drive Kusadasi / Bodrum. Visit Bodrum Castle, The Underwater Archeology Museum, Mausoleum of Halicarnassus.  Bodrum
12 Fri, May 16 Today we will enjoy a full day cruising by "Gullet" Bodrum
13 Sat, May 17 Transfer to Airport for flight back home or extend your stay to explore more on your own. Departure

If you prefer, there is a shorter version of the trip that takes you to Istanbul only on May 5 through May 10.

Join me on what could be the investment adventure of a lifetime. Space is very limited so you need to act now to claim your seat.

Click here to learn more and reserve your spot now or email our team at editor@usfunds.com.

Net Asset Value
as of 12/13/2017

Global Resources Fund PSPFX $5.93 0.07 Gold and Precious Metals Fund USERX $7.33 0.21 World Precious Minerals Fund UNWPX $5.64 0.13 China Region Fund USCOX $11.28 0.11 Emerging Europe Fund EUROX $7.04 0.01 All American Equity Fund GBTFX $24.61 0.05 Holmes Macro Trends Fund MEGAX $22.05 0.08 Near-Term Tax Free Fund NEARX $2.21 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change