(San Antonio) After meeting face to face with U.S. Global Investors CEO and CIO Frank Holmes, you’ll likely have trouble remembering the Alamo. The Toronto native is a whirlwind of investment thoughts, management ideas and analytical tools, and he conducts business accordingly — even when spanning the globe.
Holmes bought a controlling stake in the San Antonio-based company he now leads in 1989. Today, two of U.S. Global’s 13 no-load mutual funds — U.S. Global Investors Gold Shares (USERX) and U.S. Global World Precious Mineral (UNWPX) — are among the five top-performing funds for the 52 weeks ended Nov. 2, according to Lipper.
It’s all in the “thought process” and how you analyze markets and investments from one week to the next. And, he adds, don’t forget the 80/20 rule: 80 percent of your gains will come from 20 percent of your holdings. But finding that 20 percent depends on more than just tapping into Holmes’ eclectic wisdom.
At U.S. Global Investors, research analysts meet on Monday to go through their top-down, macro analysis. On Fridays, it’s the micro, bottom-up analysis. And the results of this carefully formulated process is shared with some 30,000 investors via e-mail at the end of each week.