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 06/31/18. The fund's latest filing disclosed 218MM in positions, representing 32% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/31/18. The fund's latest filing disclosed 218MM in positions, representing 32% of the manager's regulatory AUM.
U S GLOBAL INVESTORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
U S GLOBAL INVESTORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| KLDX | 7.6% | Materials | -5.68% | -0.18% | 8 | 2% | ||
| LUV | 5.1% | Industrials | 0.94% | 0.08% | 0 | 16% | ||
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FEATURED IN
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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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).
7
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 ...
Unlock Full Investment Process Description
U S GLOBAL INVESTORS Portfolio Concentration
U S GLOBAL INVESTORS Location
7900 CALLAGHAN ROAD
SAN ANTONIO, Texas
UNITED STATES, 78229
SAN ANTONIO, Texas
UNITED STATES, 78229
U S GLOBAL INVESTORS Contact Information
Phone Number: 210-308-1234
Fax Number: 210-348-2661
Website: http://www.usfunds.com
Fax Number: 210-348-2661
Website: http://www.usfunds.com
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