Mutual Funds
Invited Mutual Fund Portfolio Managers
If your fund is not listed below, and you would like a private invitation, contact:
Roland Rick Perry 310-488-0599 | Roland@InstitutionalAnalyst.com | (Southeast US).
Robert Hesse 201-704-8707 | (Northeast U.S.)
Steve Kashian 561-654-7350 | (West Coast U.S.)
Jay Hetrick 239-273-9997 | (Canada)
All Precious Metals Conferences.
Allspring Precious Metals Fund (EHWSX), Oleg Makhorine
Oleg Makhorine is a portfolio manager for the Special Global Equity and Precious Metals teams at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to his current role, he served as a senior research analyst for the Berkeley Street International Equity team, having joined WFAM from the Evergreen merger. Before that, Oleg served as partner and portfolio manager with Sphynx Funds and as an international equities analyst with Mackenzie Investment Management. Earlier, he was a financial analyst and emerging markets analyst with L.E. Holdings. Oleg earned a bachelorโs degree in finance from the International Business Academy and a masterโs degree in finance from Florida International University. He is a member of CFA Society Miami.
American Century Global Gold Fund (ACCGX), Guan Wang.
Ms Wang, Portfolio Manager and Quantitative Analyst, joined American Century Investments in 2015 as an analyst and was promoted to portfolio manager in 2020. She has a bachelorโs degree in finance from Fudan University in China and a masters in finance from Massachusetts Institute of Technology. She is a CFA charterholder.
EuroPac Gold Fund (EPGFX) Adrian Day
First Eagle Gold Fund (SGGDX), Matthew McLennan.
Matt is head of the Global Value team and a portfolio manager of the Global Value, International Value and Gold strategies with Abhay Deshpande and Kimball Brooker. Matt joined First Eagle Investment Management, LLC in September 2008. Most recently, Matt worked for Goldman Sachs Asset Management (GSAM) in London where he served as co-portfolio manager of Global Equity Partners, a group he founded in 2003 that ran a focused global equity portfolio for offshore private wealth clients. The portfolio used a value-driven approach with an absolute return focus that emphasized low turnover and resilience in distressed environments.Matt started his career with Queensland Investment Corporation (Australia) in 1991, where he eventually managed over one billion dollars in international equity portfolios. Born in Rabaul, Papua New Guinea, Matt grew up in Queensland, Australia
Franklin Gold and Precious Metals Fund (FKRCX), Steve Land.
Stephen M. Land, CFA, Portfolio Manager of Franklin Advisers, Inc. Mr. Land has been lead portfolio manager. He has final authority over all aspects of the Fundโs investment portfolio, including but not limited to, purchases and sales of individual securities, portfolio risk assessment, and the management of daily cash balances. He joined Franklin Templeton Investments in 1997.
Fidelity Select Gold Portfolio (FSADX), Steven Calhoun.
Calhoun is a portfolio manager with Fidelity Investments. He joined Fidelityโs equity research department in 1994 as a research analyst and manager, following a variety of industries. Calhoun served as director of associate research from 1997 to 1999.
Invesco Gold & Special Minerals (OPGSX), Shanquan Li.
Mr. Li is primarily responsible for the day-to-day management of the Fundโs investments. Mr. Li has been a Vice President and portfolio manager of the Fund since July 1997.Mr. Li has been a Senior Vice President of the Sub-Adviser since June 2011. He was a Vice President of the Sub-Adviser from November 1998 to May 2011 and was an Assistant Vice President of the Sub-Adviser from January 1997 to November 1998.Li was a senior quantitative analyst in the Investment Management Policy Group of Brown Brothers Harriman before joining Oppenheimer Funds. Prior to that, he was a consultant for Acadian Asset Management, Inc. Before entering the investment business, Shanquan was associate director and senior researcher of the Development Research Center of the State Council, a think tank for the Chinese government.
Midas Discovery Fund (MIDSX), Thomas Winmill.
Thomas B. Winmill has acted as portfolio manager since 2002. He has been president of the investment manager since 1995 and the distributor since 1991. He also serves as President, Chief Executive Officer, Chairman, Chief Legal Officer, and a Trustee. He has served as a member of the investment managerโs IPC since 1990. As the current Chairman of the IPC, he helps establish general investment guidelines. Winmill is a member of the New York Section member society of the American Institute of Mining, Metallurgical, and Petroleum Engineers, Inc.
OCM Gold Fund (OCMGX) Gregory Orrell.
Orrell is the principal portfolio manager of OCM and has been president of the company since 1984.
Guggenheim Rydex Precious Metals Fund (RYNMX), Michael Byrum.
Michael P. Byrum, CFA, Senior Vice PresidentโMr. Byrum has been associated with the Security Investors since 1993. Mr. Byrum was the inaugural portfolio manager for many of the Rydex products, including the Rydex leveraged and inverse funds, sector fund lineup and alternative investment portfolios. T He is the chairman of the Investment Strategy Committee and is a member of the Risk Management Committee and Credit Review Committee. Prior to joining the Security Investors๏ผMr. Byrum served in a brokerage capacity with Money Management Associates, the registered investment advisor to Rushmore Funds, Inc. He earned a B.S. in finance from the Miami University of Ohio. He also has earned the right to use the Chartered Financial Analystยฎ designation and is a member of the CFA Institute and the CFA Society of Washington.
Sprott Gold Equity Fund (SGDLX), Shree Kargutkar.
Shree began his career at Sprott Asset Management LP in May 2010 as an Analyst Intern. Subsequently, he joined the firm as a full-time analyst and was then promoted to an Associate Portfolio Manager. In 2017, Shree was promoted to the role of Portfolio Manager. Shree develops long and short ideas across various geographies and markets. He also leverages his expertise in derivatives across various mandates and implements strategies for risk mitigation, income generation and improving upside capture.
US Global Investors Gold & Precious Metals (USERX), Ralph Aldis.
Ralph P. Aldis, CFA, is a Portfolio Manager for U.S. Global Investors, Inc. Aldis has served as senior research analyst of the U.S. Global Investors, Inc. since 2001. Previously he was with United Services Advisors as director of research and analysis since April 1989. Before that, he spent three years in the research department at Neil A. Eisner and Company, and he also worked as a research assistant at Southwest Energy Associates during the summer of 1986. He is a member of the Society of Economic Geologists and the San Antonio Society of Financial Analysts.
US Global Investors World Precious Metals (UNWPX), Frank Holmes.
Mr. Holmes is Chief Executive Officer since 1989 and Chief Investment Officer since 1999 at U.S. Global Investors, Inc. Mr. Holmes had investment banking experience in the international capital markets and the gold mining industry. He was formerly President and Chairman of the Toronto Society of the Investment Dealers Association and a member of the Toronto Stock Exchangeโs Listing Committee as well as a member seat holder of the stock exchanges in Toronto, Montreal, Vancouver and Alberta.
Victory Precious Metals and Minerals (USAGX), Lance Humphrey.
Lance Humphrey is a Portfolio Manager for VictoryShares and Solutions. Mr. Humphrey has 10 years of investment experience, nine of which were with AMCO, which Victory Capital acquired in 2019. Lance Humphrey, CFA, is Executive Director of Global Multi Asset Portfolios at USAA Asset Management Company. Mr. Humphrey has started to engaged in investment since 2006. He holds a B.A. of Finance from Texas State University. He holds the CFA designation and is a member of the CFA Society of San Antonio.
VanEck International Investors Gold Fund (INIVX), Joseph Foster.
Mr. Foster joined VanEck in 1996 as a precious metals mining analyst, and has been Portfolio Manager for VanEckโs Gold Strategy since 1998. He also serves as Strategist for VanEckโs Global Hard Assets Strategy. He covers gold mining equities ranging from small-cap exploration to senior producers. Mr. Foster also forecasts and monitors gold-related market conditions and models the asset bases of mining companies. Mr. Foster is one of the most experienced investment managers in the field of gold and gold stocks portfolio management, with approximately 35 years of experience in the industry as a geologist and investment manager. Mr. Foster has over 14 years of dedicated experience in geology and mining.
