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U.S. Global Investors World Precious Minerals Fund(UNWPX)

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1.53 +0.04    +2.68%
18/11 - 延遲資料. USD 貨幣
種類:  基金
市場:  美國
發行者:  U.S. Global Investors
資產類別:  股票
  • 晨星評級:
  • 總資產: 39.7M
US Global Investors World Prec Mnral 1.53 +0.04 +2.68%

UNWPX綜觀

 
你可在本頁找到深入的U.S. Global Investors World Precious Minerals Fund公司檔案,包括UNWPX的主要管理層、總資產、投資策略及聯絡資料,以及各類其他資訊。
類別

Equity Precious Metals

總資產

39.7M

費用

1.48%

基金成立

31378

聯絡資訊

地址 P.O. Box 781234
San Antonio,TX 78278-1234
United States
電話 +1 8008738637

主要管理層

名稱 主旨 成立於 直至
Joanna Sawicka - 2020 now
Ralph P. Aldis Portfolio Manager 2001 now
自傳 Ralph P. Aldis, CFA, is a Portfolio Manager for U.S. Global Investors, Inc. Aldis has served as senior research analyst of the U.S. Global Investors, Inc. since 2001. Previously he was with United Services Advisors as director of research and analysis since April 1989. Before that, he spent three years in the research department at Neil A. Eisner and Company, and he also worked as a research assistant at Southwest Energy Associates during the summer of 1986. He is a member of the Society of Economic Geologists and the San Antonio Society of Financial Analysts.
Frank E. Holmes CIO (Chief Investment Officer) 1999 now
自傳 Mr. Holmes is Chief Executive Officer since 1989 and Chief Investment Officer since 1999 at U.S. Global Investors, Inc. Mr. Holmes had investment banking experience in the international capital markets and the gold mining industry. He was formerly President and Chairman of the Toronto Society of the Investment Dealers Association and a member of the Toronto Stock Exchange's Listing Committee as well as a member seat holder of the stock exchanges in Toronto, Montreal, Vancouver and Alberta.
Juan Leon - 2020 2021
Gilbert Atzom analyst and Portfolio Manager 1998 1999
自傳 Atzmon is a gold-stock analyst and portfolio manager with U.S. Global Investors. He was a portfolio manager with the firm from 1987 to 1990 and returned in 1998. During the period away from U.S. Global, he was vice president of investor relations for Dayton Mining Corporation from 1990 to 1993. From 1993 to 1998, he ran his own consulting and management firm advising money managers and mining companies.
Naiziang Zhou - 1997 1998
Victor Flores CIO 1990 1997
自傳 Flores joined United Services Advisors as an analyst in 1988 and began managing portfolios in 1990. Currently he serves as the company's chief investment officer. He emphasizes fundamental analysis, creating cash-flow models to determine a stock's true value, and visiting company operations to observe company management. Flores, a Chartered Financial Analyst, is a member of the San Antonio Society of Financial Analysts and the Society for Mining Metallurgy and Exploration.
J. David Edwards executive Vice President, CIO 1987 1990
自傳 Edwards joined United Services Advisors in 1987 as executive vice president and chief investment officer. His investment philosophy focuses on macroeconomic factors, political economics, industry sector trends, technical factors, and individual stock characteristics. Edwards served as senior vice president and chief investment officer at Kanaly Trust Company from 1983 to 1987. He also spent one year at the Bank of the Southwest. Edwards holds the Chartered Financial Analyst designation.
Douglas B. Groh Portfolio Manager 1985 1987
自傳 Douglas B. Groh is a Portfolio Manager at Tocqueville Asset Management L.P. He joined Tocqueville in 2003. Prior to joining Tocqueville, Mr. Groh was Director of Investment Research at Grove Capital from 2001 to 2003 and from 1990 to 2001 held investment research and banking positions at J.P. Morgan, Merrill Lynch and ING Bank. Mr. Groh began his career as a mining and precious metals analyst in 1985 at U.S. Global Investors. Mr. Groh earned a B.S. in Geology and Geophysics from the University of Wisconsin-Madison and an M.A. from the University of Texas at Austin, where he focused on mineral economics.
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