Sector Expert: Ralph Aldis

U.S. Global Investors

Image: Ralph Aldis

Ralph Aldis, CFA, rejoined U.S. Global Investors as senior mining analyst in November 2001. He is responsible for analyzing gold and precious metals stocks for the World Precious Minerals Fund (UNWPX) and the Gold and Precious Metals Fund (USERX). Aldis also works with the portfolio management team of the Global Resources Fund (PSPFX) to provide tactical analyses of base metal, paper, chemical, steel and non-ferrous industries. Previously, Aldis worked for Eisner Securities, where he was an investment analyst for its high net worth group and oversaw its mutual fund operations. Before joining Eisner Securities, Aldis worked for 10 years as director of research for U.S. Global Investors, where he applied quantitative skills toward stocks, portfolio tilting, cash optimization and performance attribution analysis. Aldis received a master's degree in energy and mineral resources from the University of Texas at Austin in 1988 and a Bachelor of Science in Geology, cum laude, in 1981, from Stephen F. Austin University. Aldis is a member of the CFA Society of San Antonio.

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Recent Interviews

U.S. Global's Ralph Aldis on the Life-Changing Magic of an Asset Allocation Plan (2/1/16)
Gold v Non-Dollar Currencies

You have to have a plan and stick to it. This wisdom from U.S. Global Investors Fund Manager Ralph Aldis is true for investors and mining companies. And it may be even more true when the market seems to be careening from one disaster to the next. In this interview with The Gold Report, Aldis shares seven companies he is sticking with come low gold prices or a high Purchasing Managers Index.

U.S. Global Investors' Frank Holmes and Ralph Aldis: Gold Companies That Create Extra Value Will Always Reward Investors (10/15/15)
Arrows chart

Even in the worst resource market in history, companies with good management teams can increase in value. In this interview with The Gold Report, U.S. Global Investors CEO Frank Holmes talks about whether this is the right time to get back into gold, and Portfolio Manager Ralph Aldis reports on the performance of companies in the portfolio and shares some of the names in Australia that have done so well he almost feels guilty about how easy it is to make money off them.

Ralph Aldis: How the Five Principles of Capital Allocation Can Mean Gold Mining Success (3/25/15)
Gold map chart

Everyone loves good management, but Ralph Aldis, portfolio manager with U.S. Global Investors, argues that few in the mining industry understand that the proper allocation of capital and the valuation of assets are the two criteria that separate the winners from the losers. In this interview with The Gold Report, Aldis highlights a dozen gold miners that get it and are likely to flourish even with continued low gold prices.

Recent Quotes

"GCM's debt restructuring will give the company a lot of flexibility on the operating side."

The Gold Report Interview with Ralph Aldis (2/1/16)
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"Eldorado making a move to consolidate ownership of ICG is really what I'm looking for."

The Gold Report Interview with Ralph Aldis (2/1/16)
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"I'm pretty confident KDX is going to be a very good performer this year."

The Gold Report Interview with Ralph Aldis (2/1/16)
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"NMI's recent drill results are hitting some high grades that could result in a longer mine life at Fosterville."

The Gold Report Interview with Ralph Aldis (2/1/16)
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"PVG has been very astute about trying to preserve the value for the shareholders."

The Gold Report Interview with Ralph Aldis (2/1/16)
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"RPM has been run very solidly and doesn't have a funding issue."

The Gold Report Interview with Ralph Aldis (2/1/16)
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"SLW's tax controversy could result in a very good entry point for some people."

The Gold Report Interview with Ralph Aldis (2/1/16)
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"THO's management team has a lot of experience and has maneuvered a lot of markets before."

The Gold Report Interview with Ralph Aldis (2/1/16)
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"LODE has assembled an extremely interesting land package in the historic Comstock district."

The Gold Report Interview with Ralph Aldis (10/15/15)
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"ICG is a company where management can increase the value proposition."

The Gold Report Interview with Ralph Aldis (10/15/15)
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"KDX published a revised resource estimate in September, which not only replaced all depletion due to mining, but also added ounces."

The Gold Report Interview with Ralph Aldis (10/15/15)
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"NMI was actually able to turn the operations of the new acquisitions around."

The Gold Report Interview with Ralph Aldis (10/15/15)
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"RIC is entering some high-grade zones at its mines in Ontario and Quebec."

The Gold Report Interview with Ralph Aldis (10/15/15)
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"Coeur might decide to take RPM out."

The Gold Report Interview with Ralph Aldis (10/15/15)
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"One catalyst would be THO's advancement of Shahuindo in Peru."

The Gold Report Interview with Ralph Aldis (10/15/15)
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"Haile is completely derisked and has great growth potential, making R an ideal takeout target."

The Gold Report Interview with Ralph Aldis (3/25/15)
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"G has done a really good job of capital allocation."

The Gold Report Interview with Ralph Aldis (3/25/15)
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"One company doing the right things is KDX."

The Gold Report Interview with Ralph Aldis (3/25/15)
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"MND is one of our top five holdings."

The Gold Report Interview with Ralph Aldis (3/25/15)
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"PVG probably leads the pack in the near-term production category right now."

The Gold Report Interview with Ralph Aldis (3/25/15)
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"RIC is a company with new management doing the right things."

The Gold Report Interview with Ralph Aldis (3/25/15)
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"RPM being taken out by Coeur should be a slam dunk."

The Gold Report Interview with Ralph Aldis (3/25/15)
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"One of our favorite silver producers is THO."

The Gold Report Interview with Ralph Aldis (3/25/15)
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"MAG has advanced the Juanicipio ramp to around 600m in length."

The Gold Report Interview with Frank Holmes (11/10/14)
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