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November 27, 2015 2:58 PM ET

Capital Markets

Company Overview of U.S. Global Investors Funds - Holmes Macro Trends Fund

Company Overview

U.S. Global Investors Funds - Holmes Macro Trends Fund is an open-ended equity mutual fund launched and managed by U.S. Global Investors, Inc. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in growth-oriented value stocks of companies across all market capitalizations. It employs fundamental analysis with a combination of top-down and bottom-up stock picking approaches focusing on factors like government, fiscal, and monetary policies, historical and socioeconomic cycles, local and geopolitical conditions, companies with superior growth and value metrics, proven man...

7900 Callaghan Road

San Antonio, TX 78229

United States

Founded in 1994

Key Executives for U.S. Global Investors Funds - Holmes Macro Trends Fund

General Counsel, Executive Vice President and Secretary
Age: 56
Age: 54
Portfolio Manager
Age: 60
Portfolio Manager
Compensation as of Fiscal Year 2015.

U.S. Global Investors Funds - Holmes Macro Trends Fund Key Developments

U.S. Global Investors Funds - Holmes Macro Trends Fund Announces Income Dividend for 2014, Payable on December 23, 2014

U.S. Global Investors Funds - Holmes Macro Trends Fund announced 2014 income dividend or capital gains distributions of $2.3671 per share. The record date was December 22, 2014, and the ex-dividend and payable date is December 23, 2014.

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