Fund Manager Gets Big Gains in Emerging Markets, Metals and Oil

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"The vision is to be branded as the go-to company in emerging markets and resources," said Frank Holmes, CEO and chief investment officer of U.S. Global Resources. Recent fund performance cemented its reputation.

Recent hiccups in world markets haven't shaken Frank Holmes'faith in the rise of emerging markets and the demand for natural resources.

The world's population is growing exponentially, but commodity supply only linearly, says the CEO and chief investment offficer of U.S. Global Investors. "There's a tipping point," Holmes said. Population outstrips supply "and then it's very hard to get caught up."

U.S. Global Investors has built up expertise trading in both emerging markets and commodities like gold. It runs a family of no-load funds focused mainly on this specialty. "The vision is to be branded as the go-to company in emerging markets and resources," said Holmes. Recent fund performance cemented its reputation.

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