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“Our proprietary approach using both fundamental and statistical analysis has enabled our funds to generate significant alpha versus both benchmark ETF indexes and other similar asset classes.
Most of the credit goes to our investment culture—We have had this long-term success using a team approach to investing, rather than one that relies on individual superstars. We can’t control the markets, but we can control how we execute these investment processes.”
Frank Holmes, CEO and CIO
U.S. Global Investors, Inc.,
Investment Advisor to
the Meridian Global Funds