U.S. Global investors

Frank Holmes is the CEO and chief investment officer of U.S. Global Investors (NASDAQ: GROW). Mr. Holmes purchased a controlling interest in U.S. Global Investors in 1989 and became the firm’s chief investment officer in 1999. He is the co-author of The Goldwatcher: Demystifying Gold Investing. Over 100,000 subscribers follow his weekly commentary in the award-winning Investor Alert newsletter, across social channels and in his Frank Talk blog, which is read in over 180 countries.

Under his guidance, the company’s mutual funds have received recognition from Lipper and Morningstar over the years. In 2015, Mr. Holmes led the company into the exchange-traded fund (ETF) business with the launch of the U.S. Global Jets ETF (NYSE: JETS), which invests in the global airline sector. In 2017, the firm launched its second ETF, the U.S. Global GO GOLD and Precious Metal Miners ETF (NYSE: GOAU), focusing on gold royalty companies.

In 2017, U.S. Global Investors made a strategic investment in HIVE Blockchain Technologies (TSX.V: HIVE, NASDAQ: HIVE). Mr. Holmes serves as Executive Chairman of HIVE, which is the first cryptocurrency mining company to go public, mining Bitcoin.

Mr. Holmes is a much-sought-after keynote speaker at national and international investment conferences. He is a regular commentator on popular financial networks and has been profiled by Fortune as well as The Financial Times. 

Lisa Callicotte joined U.S. Global Investors in 2009 as controller and was promoted to chief financial officer in July 2013. Ms. Callicotte is responsible for oversight of all financial statements and related disclosures for internal use and external filings with the appropriate regulatory bodies. In addition, she is responsible for monitoring pertinent GAAP, SEC and FINRA rules for relevant accounting and regulatory matters.

Ms. Callicotte previously worked for Ernst & Young LLP for 12 years, leaving as a senior manager. She graduated from Texas A&M University with a Bachelor of Business Administration and a Master of Science in Accounting. She has been a Certified Public Accountant since 1999.

Ralph Aldis rejoined U.S. Global Investors as senior mining analyst in November 2001. He is responsible for analyzing gold and precious metals stocks in his role as portfolio manager. In 2011, 2015 and again in 2018, Mr. Aldis was named a U.S. Metals and Mining “TopGun” by Brendan Wood International. In 2016 he and Frank Holmes were named Best Americas Based Fund Manager by the Mining Journal.

Previously, Mr. Aldis worked for Eisner Securities, where he was an investment analyst for its high net worth group and oversaw its mutual fund operations. Before joining Eisner Securities, Mr. Aldis worked for 10 years as director of research for U.S. Global Investors, where he applied quantitative skills towards stocks, portfolio tilting, cash optimization and performance attribution analysis.

Mr. Aldis received a master’s degree in energy and mineral resources from the University of Texas at Austin in 1988 and a Bachelor of Science in geology, from Stephen F. Austin University in 1981, graduating cum laude. Mr. Aldis is a member of the CFA Society of San Antonio.

Joanna Sawicka joined U.S. Global Investors in 2007 as an investment reporting administrator and in 2015 was promoted to research analyst. In 2020 she was promoted to portfolio manager. Ms. Sawicka is responsible for managing the Emerging Europe Fund, the China Region Fund, and the Global Luxury Goods Fund.

Prior to joining U.S. Global Investors, she worked for Soros Fund Management in New York and JP Morgan in San Antonio. Ms. Sawicka holds a bachelor’s degree in finance with a specialization in investments from Baruch College, City University of New York.

Michael Matousek joined U.S. Global Investors in January 2008 and was soon promoted to head trader. With close to 25 years’ worth of industry experience, Mr. Matousek is responsible for overseeing the management of the firm’s ETFs, researching, developing and implementing quantitative investment strategies for the U.S. Global Investors’ mutual funds and ETF accounts. Additionally, he manages the trading desk, facilitates domestic and international equity trading, negotiates fixed income trades and derivative transactions.

Before joining U.S. Global Investors, Mr. Matousek functioned as a proprietary trader, was the director of institutional sales and trading for a broker-dealer and established a proprietary trading group.

Mr. Matousek has been a Chartered Market Technician (CMT) for over 18 years. He received his Bachelor of Science degree in law enforcement and a minor in accounting.