icon
icon
icon
icon
Upgrade
icon

U.S. Global Investors (GROW) 8 Nov 24 2025 Q1 Earnings call transcript

AInvestFriday, Nov 8, 2024 7:43 pm ET
2min read

In the recent U.S. Global Investors' first quarter earnings call, CEO Frank Holmes, CFO Lisa Callicotte, and Director of Marketing Holly Schoenfeldt discussed the company's financial performance and strategic initiatives. The call highlighted the company's focus on gold, smart beta 2.0, and strategic acquisitions.

Gold and Smart Beta 2.0

Frank Holmes emphasized the company's long-term investment strategy in gold and the gold mining industry. He highlighted the company's unique global footprint, particularly in emerging countries, and the significant growth in gold mining assets in Africa and Latin America. Holmes also spoke about the company's success with the China region fund and the shift towards creating three ETFs, reflecting the company's innovative approach to thematic investing.

The discussion on gold was accompanied by an overview of the company's smart beta 2.0 strategy, which involves quantitative research and a rules-based approach to portfolio construction. This strategy has been instrumental in creating sustainable products that have outperformed industry benchmarks.

Strategic Acquisitions

The call also highlighted the company's strategic acquisitions, particularly the purchase of approximately 14% of the company's market cap. This move underscores the company's confidence in its undervalued stock and its commitment to returning value to shareholders.

Market Outlook and Future Plans

The call provided insights into the current market environment, with a focus on the airline industry and gold. Despite the challenges faced by the airline industry, particularly due to COVID-19, the company remains optimistic about its potential for growth. The company also emphasized the importance of gold as an alternative asset class, especially in light of global debt structures and the continued printing of money by various governments.

Looking ahead, U.S. Global Investors plans to continue its focus on thematic investing, smart beta 2.0, and strategic acquisitions. The company aims to leverage its expertise in global markets and specialized sectors to create innovative investment products that cater to the evolving needs of investors.

Investor Engagement and Transparency

The call also underscored the company's commitment to investor engagement and transparency. The company's website traffic, YouTube channel, and Frank Talk blog have seen significant growth, demonstrating the company's success in educating and informing investors. The company's awards for excellence in education and its subscriber growth on various platforms are a testament to its effectiveness in reaching out to investors and potential shareholders.

Conclusion

In conclusion, the U.S. Global Investors' first quarter earnings call provided a comprehensive overview of the company's financial performance, strategic initiatives, and market outlook. The company's focus on gold, smart beta 2.0, and strategic acquisitions underscores its innovative approach to thematic investing and its commitment to returning value to shareholders. The company's transparency and investor engagement efforts demonstrate its dedication to keeping investors informed and engaged. As U.S. Global Investors continues to navigate the complex investment landscape, its strategic focus and innovative approach position it well for future success.

Disclaimer: the above is a summary showing certain market information. AInvest is not responsible for any data errors, omissions or other information that may be displayed incorrectly as the data is derived from a third party source. Communications displaying market prices, data and other information available in this post are meant for informational purposes only and are not intended as an offer or solicitation for the purchase or sale of any security. Please do your own research when investing. All investments involve risk and the past performance of a security, or financial product does not guarantee future results or returns. Keep in mind that while diversification may help spread risk, it does not assure a profit, or protect against loss in a down market.