Sector Expert: Frank Holmes

U.S. Global Investors

Image: Frank Holmes

Frank Holmes is CEO and chief investment officer at U.S. Global Investors Inc., which manages a diversified family of mutual funds and hedge funds specializing in natural resources, emerging markets and gold and precious metals. Holmes purchased a controlling interest in U.S. Global Investors in 1989 and became the firm's chief investment officer in 1999. Under his guidance, the company's funds have received numerous awards and honors including more than two dozen Lipper Fund Awards and certificates. In 2006, Holmes was selected mining fund manager of the year by the Mining Journal. He is also the co-author of "The Goldwatcher: Demystifying Gold Investing." He is a member of the President's Circle and on the investment committee of the International Crisis Group, which works to resolve global conflict, and is an adviser to the William J. Clinton Foundation on sustainable development in nations with resource-based economies. Holmes is a much sought-after keynote speaker at national and international investment conferences. He is also a regular commentator on the financial television networks CNBC, Bloomberg and Fox Business, and has been profiled by Fortune, Barron's, The Financial Times and other publications.

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Companies Commented On

  • BNK Petroleum Inc.
  • Dow Chemical Co.
  • EQT Midstream Partners LP
  • Exxon Mobil Corp.
  • Franco-Nevada Corp.
  • LyondellBasell Industries NV
  • Marathon Petroleum Corp.
  • Silver Wheaton Corp.
  • Tesoro Corp.
  • Valero Energy Corp.

Recent Interviews

Marc Faber: Gold Still Most Desirable Currency in Wake of Brussels Attack (3/28/16)
Marc Faber

After several years of low gold prices, 2016 has brought a rebound, with the metal rising almost 20% since the first of the year, although recent price corrections have slowed gold's advance. After the Brussels terrorist attacks last Tuesday, gold rose briefly, but then was undercut by a strong U.S. dollar rally. Investors are wondering whether gold is in a temporary correction mode or if the three-month bull has run its course. Marc Faber and other experts weigh in.

Which Energy Companies Are Being Added to US Global Funds in Anticipation of an Oil Rebalance? (1/26/16)

There are still winners in the energy space, but you have to move quickly. In advance of the rebalance U.S. Global Investors CEO Frank Holmes is expecting toward the end of 2016, he and analyst Samuel Pelaez point to the sectors taking advantage of opportunities, including refiners, midstream MLPs, low-cost producers, airlines and chemical companies. In this interview with The Energy Report, they name their favorites and outline the fundamentals that will make 2016 look a lot different than the year that just ended.

U.S. Global's Frank Holmes and Brian Hicks: The One Essential to Transform Your Resources Portfolio? Patience. (10/27/15)

For investors willing to take a long-term view on their resource portfolios, this could be the best of times, says U.S. Global Investors CEO and Chief Investment Officer Frank Holmes. If you add patience to your portfolio management strategy, holding discounted oil and gas and metals mining stocks is one way to leverage the price equilibrium that will come when China's growth hits the market. In this interview with The Energy Report, Fund Manager Brian Hicks shares the names of the juniors farther up the food chain that he is adding to the fund.

Recent Quotes

"Among our favorite names in the royalty and streaming space is SLW, which has outperformed underlying gold for the 12-month period."

— Frank Holmes, U.S. Global Investors (8/22/16)
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"SLW has one of the highest sales-per-employee rates in the world."

— Frank Holmes, U.S. Global Investors (5/2/16)
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"KDX is in our Top 10 holdings."

The Gold Report Interview with Frank Holmes (3/23/15)
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"SLW has one of the best records in the business when it comes to most revenue per employee and most cash flow per employee."

The Gold Report Interview with Frank Holmes (3/23/15)
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"FNV has a high-margin business and a low cost of capital."

The Gold Report Interview with Frank Holmes (11/10/14)
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"KDX has done a great job of respecting value per share."

The Gold Report Interview with Frank Holmes (11/10/14)
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"SLW is probably the most profitable company per employee in the world."

The Gold Report Interview with Frank Holmes (11/10/14)
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"VGQ has a big, healthy balance sheet, lots of cash and the ability to grow over time."

The Gold Report Interview with Frank Holmes (11/10/14)
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