U S GLOBAL INVESTORS Overview

U S Global Investors Inc is an investment advisor that manages 680 MM dollars in regulatory AUM and has 44 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 175MM in positions, representing 26% of the manager's regulatory AUM.

U S GLOBAL INVESTORS StockAlpha

-3.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

U S GLOBAL INVESTORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
LUV 3.94% Industrials 23.19% 0.6% 0 18%
PVG 3.38% Materials -9.93% -0.46% 0 3%
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FEATURED IN
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U S GLOBAL INVESTORS Founders and Key Employees

Name Title In Position Since
Thomas F. Lydon Director June-1997
Jerold H. Rubinstein Director, Chairman Of The Board October-1989
Frank E. Holmes Chief Executive Officer, Chief Investment Officer October-1989
Susan B. Mcgee President, General Counsel March-1994
Roy D. Terracina Vice Chairman Of The Board Of Directors December-1994
James L. Love Chief Compliance Officer September-2007
Lisa C. Callicotte Chief Financial Officer July-2013

U S GLOBAL INVESTORS Brokers, Custodians, Auditors and Administrators

Type Company

U S GLOBAL INVESTORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

METHODS OF ANALYSIS

U.S. Global Investors uses the following methods of analysis in formulating investment advice and/or managing client assets:

Fundamental Analysis. The Adviser attempts to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).








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Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.

Technical Analysis. The Adviser analyzes past market ...
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U S GLOBAL INVESTORS Portfolio Concentration

U S GLOBAL INVESTORS Location

7900 CALLAGHAN ROAD
SAN ANTONIO, Texas
UNITED STATES, 78229

U S GLOBAL INVESTORS Contact Information

Phone Number: 210-308-1234
Fax Number: 210-348-2661
Website:

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