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U.S. Global Investors

Institutional investor

Portland · 5 people tracked

Also known as U.S. GLOBAL INVESTORS, INC.

Find your way into U.S. Global Investors

49 people in our graph share verified history with the U.S. Global Investors team — schools, employers, funds. One of them is your warm intro.

Lisa Robertsunlockedknows Lisa Callicotte · together at Texas A&M University (overlapped)
×10knows the team · via Texas A&M University
knows the team · via The Rise Fund
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Investment thesis

U.S. Global Investors is a publicly-focused investment manager offering mutual funds and ETFs across global markets and specialized sectors. Its process combines top-down macroeconomic models with bottom-up stock selection, tracking the fiscal and monetary policies of the world's largest economies. The firm applies both statistical and fundamental approaches, including 'growth at a reasonable price' (GARP), and supplements quantitative models with tacit knowledge gained from domestic and global travel for first-hand observation of local conditions and specific companies. It monitors market volatility and money flows, sometimes holding higher-than-normal cash levels. Its stated mission is to help investors feel financially secure with consistently growing wealth.

Source: firm website, verified Sep 1, 2026.

HQ
Portland, US
Founded
1968
AUM
$1.3B
Tracked investments
9

Team · 5 people

from the firm's website

What they invest in

from 5 of 9 portfolio companies

Fintech ×4SaaS ×2AI & Machine Learning ×1EdTech ×1Marketing Tech ×1Media & Entertainment ×1

HQs:United States×5

Investments · 9 tracked

founders shown can be your intro path
600 terabits per second today,starlink.com

Co-investorsIntrepid Growth Partners

ETFsusglobaletfs.comin𝕏

U.S.

Fintech

Gfmaggfmag.comin𝕏

Global Finance is a media company publishing financial news and analysis for corporate leaders, bankers and investors across print and digital platforms.

FintechMedia & EntertainmentNew York, US

Joseph D. Giarraputo(Founder and Editorial Director)inCarl Burgen

Co-investorsPNC

Googleyoutu.be

YouTube is an online video platform operated by Google LLC.

Co-investorsACTAI VenturesDns CapitalLombard OdierSequoia CapitalSyz Capital

Lpllpl.com
My Accountolaccess2.com
Oskyin𝕏

Bitly provides a unified platform for URL shortening, QR code generation, and landing page creation with advanced analytics and tracking capabilities.

FintechMarketing TechSaaSBrooklyn, US

Co-investorsASEBAt One VenturesAUGE-UCRBerkley Center for EntrepreneurshipBethnal Green VenturesBioHealth Innovation, Inc.+21 more

Rampramp.comin𝕏

Ramp offers a finance platform that combines corporate cards, expense management, and AI-driven automation for receipt capture, transaction coding, and reimbursements.

AI & Machine LearningFintechSaaSNew York, US

Karim Atiyeh(Co-Founder & Co-CEO (formerly CTO))inEric Glyman(CEO)inGene Lee(Co-Founder)inRahul Sengottuvelu(Chief Technology Officer)inWilliam (Will) Petrie(Chief Financial Officer)inGeoff Charles(Chief Product Officer)in

Co-investors1/1 Capital137 Ventures8VCA*Alpha Wave GlobalAnti+46 more

Research by Professor Jay Ritterufl.eduin𝕏

The University of Florida is a public research university in Gainesville, Florida, conducting research across fields including medicine, AI, space science, and cancer.

EdTechGainesville, US

Co-investorsFounders Circle CapitalSunvest Capital Partners

Portfolio news

latest coverage across their companies

Frequently asked questions

How many investments has U.S. Global Investors made?
U.S. Global Investors has 9 tracked investments.
What sectors does U.S. Global Investors focus on?
U.S. Global Investors focuses on Crypto & Web3, Energy, New Materials.
Where is U.S. Global Investors located?
U.S. Global Investors is headquartered in Portland, US.
Who does U.S. Global Investors co-invest with?
U.S. Global Investors most often shares deals with Sequoia Capital, 8VC, Bessemer Venture Partners, among 78 tracked co-investors.

Media · Podcasts & interviews

featuring the team

U.S. Global Investors CEO Frank Holmes discusses travel sector surge and ETF performance

Proactive Investors · Frank Holmes

U.S. Global Investors CEO Frank Holmes on Airline Industry Growth and Opportunities

Proactive Investors · Frank Holmes

U.S. Global Investors CEO Frank Holmes: Optimistic Outlook on Gold and the Stock Market

Proactive Investors · Frank Holmes

371 – Frank Holmes, U.S. Global Investors, HIVE Blockchain – JETS and Bitcoin vs. Gold

The Meb Faber Show · Frank Holmes

Frank Holmes: U.S. Global Investors CEO Discusses “The Big Swing” in the Market! Dec 7, 2020

SmallCapPower · Frank Holmes

U.S. Global Investors' Frank Holmes on Airlines ETF $JETS, Gold ETF $GOAU and HIVE Blockchain

Planet MicroCap · Frank Holmes

Images

U.S. Global Investors photo

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