Investment Insights from a Road Warrior

As part of our investment process, we often take the explicit knowledge learned from our statistical models and overlay them with global travel. It’s easy to get swept up in the bullish or bearish analyst reports, so it helps to expand that knowledge with a first-hand observation of local and geopolitical conditions.

Over the next few months, I’ll share insights from the road when I travel more than 20,000 miles to five countries across four continents.

TheVancouver Resource Investment Conferencewill be my first stop. There I’ll be speaking on a panel alongside resources experts Frank Giustra and Ned Goodman. Frank Giustra is the founder of Lionsgate Entertainment, which is one of the largest independent film companies in the world. He also launched Wheaton River, which was acquired by Goldcorp, and Silver Wheaton.

Ned Goodman, founder, president and CEO of Dundee Capital Markets in Toronto, is widely recognized as one of Canada’s most successful investment counselors. He sold DundeeWealth’s asset management unit to the Bank of Nova Scotia back in 2011 and in a Bloomberg News article, he is even “more bullish on gold now than I’ve ever been,” because he believes, “it’s only a matter of time before currencies lose value and inflation rises.”

These two men have been my mentors for years and I’m excited to be able to exchange ideas with them. For all investors, it’s valuable to stay curious and discover how they’ve succeeded in business and life.

After Vancouver, I’ll head north to Whistler, British Columbia to attendCIBC’s Institutional Investor Conference. Next, I’ll thaw out in Los Angeles at a global leadership conference for CEOs, getting ideas and sharing experiences with business leaders.

In February, I’ll fly to Cape Town, South Africa to speak at the2014 Mining Indaba. This conference brings together national mining ministers and government leaders from all over Africa, as well as hundreds of mining services executives interested in African mining. While on the continent, I plan to visit a few companies that the funds own, kicking the huge tires of mining trucks and getting my boots dirty out in the field.

Then I’ll head to Hong Kong for theMines and Moneyconference where I’ll be a keynote speaker and I’ll wrap up my global travels with an “adventure investing” trip to Turkey where investors are invited to come along to explore this dynamic economy that offers great growth potential. If you’d like to learn more about this opportunity, feel free to email us at[email protected].

Over the next several months, make sure you are following U.S. Global onTwitter,FacebookorLinkedInas this resourceful road warrior will be sharing insights on the latest on sentiment and science of resources and world markets.

All opinions expressed and data provided are subject to change without notice. Some of these opinions may not be appropriate to every investor. By clicking the links above, you will be directed to third-party websites. U.S. Global Investors does not endorse all information supplied by these websites and is not responsible for their content.

The following securities mentioned were held by one or more of U.S. Global Investors Funds as of 12/31/13: Goldcorp, Silver Wheaton

© U.S. Global Investors

© U.S. Global Investors

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