U.S. Global Investors
Institutional investorPortland · 5 people tracked
Also known as U.S. GLOBAL INVESTORS, INC.
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 Aug 3, 2026.
Team · 5 people
from the firm's website
Frank Holmes is the CEO of U.S. Global Investors and shares weekly investment insights with subscribers alongside the firm's Investment Team.
Sawicka joined in 2007 and became portfolio manager in 2020, managing the Global Luxury Goods Fund. She previously worked at Soros Fund Management and JP Morgan and holds a finance degree from Baruch College.
Callicotte joined the firm in 2009 as controller and became CFO in 2013, overseeing financial statements and regulatory filings. She previously spent 12 years at Ernst & Young and is a CPA with degrees from Texas A&M University.
Matousek joined in 2008 and oversees the firm's ETF management, quantitative strategies, and trading desk. A Chartered Market Technician with about 25 years of experience, he previously worked as a proprietary trader and in institutional sales and trading.
A CFA charterholder, Aldis rejoined the firm as senior mining analyst in 2001 and manages gold and precious metals portfolios. He has been recognized as a Metals and Mining 'TopGun' and holds degrees in energy/mineral resources and geology.
What they invest in
from 2 of 10 portfolio companiesFintech ×2SaaS ×2AI & Machine Learning ×1Marketing Tech ×1
HQs:United States×3
Investments · 10 tracked
founders shown can be your intro pathGainesville, US
Frequently asked questions
- 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.
Media · Podcasts & interviews
from their channelThe AI WAR in Iran: How Tech Is Changing Modern Conflict
U.S. Global Investors, Inc.
After Maduro: Oil, Markets, and the Next Latin American Trade
U.S. Global Investors, Inc.
A Top General Breaks Down Trump’s New National Security Strategy
U.S. Global Investors, Inc.
The Big Defense Shake-Up: DoD, DHS, and New Opportunities
U.S. Global Investors, Inc.
Star Wars in the Cold War: Reagan’s Space Defense Gamble
U.S. Global Investors, Inc.
The New Red Cold War: China, Russia, and the Battle for Global Power
U.S. Global Investors, Inc.
Images
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