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U.S. Global Investors, Inc. (GROW) Q2 2026 Earnings Call Prepared Remarks Transcript
U.S. Global Investors, Inc. (GROW) Q2 2026 Earnings Call Prepared Remarks Transcript
U.S. Global Investors, Inc. (GROW) Q1 2026 Earnings Call Prepared Remarks Transcript
U.S. Global Investors, Inc. ( GROW ) Q1 2026 Earnings Call November 13, 2025 8:30 AM EST Company Participants Holly Schoenfeldt - Public Relations Leader Frank Holmes - CEO, Chief Investment Officer & Director Lisa Callicotte - Chief Financial Officer Presentation Holly Schoenfeldt Public Relations Leader [Audio Gap] On the next slide, the presenters for today's program are Frank Holmes, U.S. Global Investors' CEO and Chief Investment Officer; Lisa Callicotte, Chief Financial Officer; and myself, Holly Schoenfeldt, Director of Marketing. On the next slide, during this webcast, we may make forward-looking statements about our relative business outlook.
Frank Talk: Stocks have history on their side heading into year-end
Despite a host of economic headwinds—from a protracted government shutdown to historically high tariffs and rising consumer prices—stocks may still have reason to cheer as the year draws to a close. In his latest analysis, Frank Holmes, CEO of U.S.
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U.S. Global Investors, Inc. Profile
| Capital Markets Industry | Financials Sector | Frank Edward Holmes CEO | XFRA Exchange | US9029521005 ISIN |
| US Country | 23 Employees | 16 Mar 2026 Last Dividend | 30 Mar 2007 Last Split | 3 Jun 1996 IPO Date |
Overview
U.S. Global Investors, Inc. is a prominent investment management firm publicly owned and headquartered in San Antonio, Texas. Specializing in serving investment companies, it operates as a considerable advisory firm and acts as an investment adviser to various investment companies. The firm is recognized for its comprehensive portfolio management services tailored to investment companies, positioning it as a significant player in the investment management industry with a focus on creating value for its clients through meticulous fund management and investment strategies.
Products and Services
The services and products offered by U.S. Global Investors, Inc. are diverse, covering a broad spectrum of investment vehicles and strategies to meet the varying needs of investors and investment companies.
- Equity/Balanced Funds: These funds are managed with the objective to offer investors a balanced exposure to equities and fixed income securities, aiming for both capital appreciation and income. The firm designs these funds to provide a diversified portfolio that mitigates risk while seeking growth.
- Fixed Income Funds: Specializing in the fixed income securities market, these funds aim to provide investors with a steady stream of income through investments in bonds, debt securities, and other similar instruments. These funds are suitable for investors looking for predictable returns and lower risk exposure.
- Other Funds: U.S. Global Investors manages a variety of other fund types, catering to specific investment strategies and goals. These can include sector-specific funds, region-specific funds, and funds focused on other unique investment themes or strategies, providing investors with tailored investment options.
- Hedge Funds: For investors seeking higher returns through more sophisticated investment strategies, U.S. Global Investors offers hedge fund management. These funds often employ leverage, derivatives, and long-short strategies to achieve returns that are uncorrelated with the broader market.
- No-load Mutual Funds and Exchange Traded Funds (ETFs): The firm primarily invests in these vehicles, offering investors the advantage of lower costs due to the absence of sales charges (loads). No-load mutual funds and ETFs provide investors with easy access to diversified portfolios that span across various asset classes, geographic regions, and investment strategies.
