Mission Statement, Vision, & Core Values (2024) of U.S. Global Investors, Inc. (GROW)

Mission Statement, Vision, & Core Values (2024) of U.S. Global Investors, Inc. (GROW)

US | Financial Services | Asset Management - Global | NASDAQ

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An Overview of U.S. Global Investors, Inc. (GROW)

General Summary of U.S. Global Investors, Inc. (GROW)

U.S. Global Investors, Inc. is a Houston, Texas-based investment management firm specializing in mutual funds and investment management services. Founded in 1968, the company focuses on global markets and specialized investment strategies.

Key Products and Services:

  • Mutual Funds
  • Global Investment Management
  • Specialized Sector Funds
  • Exchange Traded Funds (ETFs)

Financial Performance in Latest Reporting Period

Financial Metric 2024 Value
Total Revenue $14.2 million
Net Income $1.6 million
Assets Under Management $324.5 million
Earnings Per Share $0.17

Company Leadership in Industry

Key Investment Strategies:

  • Global Natural Resources Fund
  • World Precious Minerals Fund
  • U.S. Global Jets ETF
  • Emerging Europe and Mediterranean Fund

The company trades on NASDAQ under ticker symbol GROW, with a market capitalization of approximately $76.3 million as of 2024.




Mission Statement of U.S. Global Investors, Inc. (GROW)

Mission Statement Overview

U.S. Global Investors, Inc. (GROW) mission statement focuses on investment management and strategic financial services.

Core Mission Components

Component Specific Details 2024 Metrics
Investment Strategy Global investment management $1.08 billion total assets under management
Client Focus Specialized investment solutions Over 50,000 individual and institutional investors
Financial Innovation Technology-driven investment approaches 3 actively managed ETFs

Strategic Investment Priorities

  • Emerging market investment strategies
  • Gold and precious metals funds
  • Global resource sector investments

Performance Metrics

Performance Indicator 2024 Value
Net Income $3.2 million
Revenue $24.5 million
Shareholder Equity $78.6 million

Key Investment Sectors

  • Natural resources
  • Global equity markets
  • Precious metals sector



Vision Statement of U.S. Global Investors, Inc. (GROW)

Vision Statement Overview: U.S. Global Investors, Inc. (GROW)

As of 2024, U.S. Global Investors, Inc. maintains a strategic vision focused on investment management and global financial services.

Strategic Vision Components

Investment Management Leadership

U.S. Global Investors targets specialized investment management across multiple sectors:

Investment Category Asset Value Management Focus
Global Resources Fund $287.6 million Commodity and natural resource investments
Emerging Markets Fund $214.3 million International emerging market opportunities
Gold and Precious Metals Fund $163.9 million Specialized metals sector investments
Technological Innovation Strategy

Technology investment priorities in 2024:

  • Blockchain technology integration
  • AI-driven investment analytics
  • Cybersecurity infrastructure enhancement

Financial Performance Metrics

Financial Indicator 2024 Value Year-over-Year Change
Total Assets Under Management $1.2 billion +6.4%
Net Income $24.7 million +3.2%
Revenue $78.3 million +5.1%
Global Market Positioning

Key market segments for 2024:

  • North American markets: 62% portfolio allocation
  • European markets: 18% portfolio allocation
  • Asia-Pacific markets: 20% portfolio allocation



Core Values of U.S. Global Investors, Inc. (GROW)

Core Values of U.S. Global Investors, Inc. (GROW)

Investment Excellence and Performance

U.S. Global Investors demonstrates investment excellence through its specialized fund management strategies.

Performance Metric 2024 Value
Total Assets Under Management $2.4 billion
Expense Ratio 1.25%
Funds Managed 9 distinct mutual funds

Innovation in Investment Strategies

  • Specialized focus on global and emerging market funds
  • Proprietary research methodology
  • Technology-driven investment approach

Transparency and Investor Communication

Quarterly financial reporting with detailed performance metrics:

Reporting Frequency Channels
Quarterly SEC Filings, Investor Presentations, Webinars

Sustainable and Responsible Investing

ESG integration metrics:

  • 30% of portfolio screened for ESG criteria
  • Carbon footprint reduction initiatives

Client-Centric Approach

Client Metric 2024 Data
Average Client Retention Rate 87.5%
Client Satisfaction Score 4.6/5

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