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The USGI Investment Process

Please note: The 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.

December 6, 2017

At U.S. Global Investors, we use a matrix of key statistical models to determine the best investment strategies and are guided by a set of core principles. Tune into the video below to hear our strategy from several members of the USGI team, including a portfolio manager, investment analyst, head trader and two members of the marketing team!

Read more about our five-point investment process here.



This web page should not be considered a solicitation or offering of any investment product.

All opinions expressed and data provided are subject to change without notice. Some of these opinions may not be appropriate to every investor.


Net Asset Value
as of 12/11/2017

Global Resources Fund PSPFX $5.85 0.04 Gold and Precious Metals Fund USERX $7.06 0.02 World Precious Minerals Fund UNWPX $5.46 0.03 China Region Fund USCOX $11.42 0.16 Emerging Europe Fund EUROX $7.03 0.04 All American Equity Fund GBTFX $24.56 No Change Holmes Macro Trends Fund MEGAX $22.06 0.05 Near-Term Tax Free Fund NEARX $2.21 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change