The investment seeks long-term capital appreciation and its secondary objective is earning income. Under normal market conditions, the fund will invest in equity and equity-related securities of companies of all sizes from all areas of the world. The equity and equity-related securities in which the fund primarily invests are common stocks, preferred stocks, convertible securities, rights and warrants, and depository receipts (ADRs and GDRs). It also may purchase call and put options, and enter into covered option writing transactions. In addition, the fund may invest up to 15% of its net assets in illiquid securities.
Fund filings (PDF) »
John Derrick (Started: Dec 31, 2007)
Brian Hicks (Started: Jan 1, 2011)
Evan Smith (Started: Jan 1, 2011)
Frank Holmes (Started: Dec 31, 1996)
# Contact ?>
U.S. Global Investors, P.O. Box 781234, San Antonio, TX 78278-1234, United States