Frank Holmes: CEO and Chief Investment Officer
Frank Holmes is CEO and chief investment officer of U.S. Global Investors, Inc., a boutique investment advisory firm based in San Antonio that specializes in managing domestic and offshore funds in the natural resources and emerging markets sectors. The company’s no-load mutual funds include the Global Resources Fund (ticker PSPFX), the World Precious Minerals Fund (UNWPX), and the Gold Shares Fund (USERX).
Fund Information and Risks
Please consider carefully the fund’s investment objectives, risks, charges and expenses. For this and other important information, obtain a fund prospectus by visiting www.usfunds.com or by calling 1-800-US-FUNDS (1-800-873-8637). Read it carefully before investing. Distributed by U.S. Global Brokerage, Inc.
All opinions expressed and data provided are subject to change without notice. Some of these opinions may not be appropriate to every investor. Foreign and emerging market investing involves special risks such as currency fluctuation and less public disclosure, as well as economic and political risk.
Global Gold Index and Gold Mines Index Series
The S&P/TSX Global Gold Index is an international benchmark tracking the world’s leading gold companies to provide an investable representative index of publicly-traded international gold companies. The FTSE Gold Mines Index Series includes all gold mining companies with sustainable gold production of at least 300,000 ounces per year, deriving 75% or more of their revenue from mined gold.
Holdings Overview
Some of the notable holdings as a percentage of net assets as of 6/30/07 include Jiangxi Copper in the China Region Opportunity Fund, Silvercorp Metals Inc. in the World Precious Minerals Fund, Gold Fields Ltd. in the Gold Shares Fund, Sino Gold Mining Ltd. in various funds, and Anglogold Ashanti and Dynasty Gold with no percentage reported.
Additional Insight:
Frank Holmes’ expertise in managing funds specializing in natural resources and emerging markets sectors provides valuable insights for investors looking to diversify their portfolios. Understanding the risks associated with foreign and emerging market investing is crucial for making informed investment decisions. Additionally, tracking global gold indexes can help investors stay informed about market trends in the gold mining industry and make strategic investment choices based on these insights. It is essential for investors to regularly review fund holdings to assess performance and make adjustments as needed for a well-rounded investment strategy.
