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Super Terrific Happy Day Highlights & Virtual Pass

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A Message from our CIO

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In Conversation with Kopernik

Jan 2025 - The Year Ahead Holds Opportunity for Active Investors

CIO Dave Iben joined Adam Taggart’s Thoughtful Money podcast to discuss 2025 market opportunities, Kopernik’s value investing approach, and why market inefficiencies can benefit active managers.

May 2024 – Optionality: Navigating Uncertainty in Today's Markets

Optionality provides the flexibility to seize opportunities and mitigate risks, often undervalued by the market, leading to mispriced high-potential companies. In this webinar, CIO Dave Iben and Deputy CIO Alissa Corcoran discuss how active investors can leverage optionality for value.

February 2024 – The Clockwork CIO Podcast Featuring CIO Dave Iben

CIO Dave Iben joined The Clockwork CIO podcast to discuss his leadership style, his thoughts on risk, and the mentors who shaped his success in the investment industry.

November 2023 – Wealthion Podcast Featuring CIO Dave Iben

CIO Dave Iben spoke on Wealthion's investing series about the current inflationary concerns and how inflation impacts assets differently. Tune in to uncover his perspectives on gold, uranium, and lithium, and gain valuable insights into the risks and opportunities in mining stocks.

July 2023 – Celebrating 10 Years of Independent Thought

The last decade has been fulfilling—not because it has been kind to value investors—but because we’ve gained strength and wisdom, experienced fascinating times, and found ourselves in a place where we believe the portfolios we manage are well-positioned to add significant value over the next decade.

February 2023 – In it to Win it Podcast Featuring Alissa Corcoran

Deputy CIO Alissa Corcoran sat down with Steve Barton, host of the In it to Win it podcast, to discuss value investing, inflation, emerging markets abroad and analyze the trends in commodities such as gold, platinum, and uranium.

April 2022 – Managing Geopolitical Risk in a Portfolio

A discussion on managing geopolitical risk in a global portfolio, apropos current events. It is Kopernik’s belief that today’s world almost requires that a considerable part of portfolios be allocated to emerging markets to provide refuge from the perils of significant overvaluations....

March 2021 – Environmental, Social, and Governance (ESG)

Kopernik's President Neda Yarich hosted a discussion on Environmental, Social, and Governance (ESG) with Chief Investment Officer and Lead Portfolio Manager Dave Iben and Director of Research/Analyst Alissa Corcoran.

June 2020 – Value Invest Interview (Part 1)

Kopernik CIO Dave Iben was interviewed by Robert Hunter from Value Invest.

June 2020 – Value Invest Interview (Part 2)

Kopernik CIO Dave Iben was interviewed by Robert Hunter from Value Invest.

May 2020 – Russell Investments

Kopernik CIO and Lead Portfolio Manager Dave Iben sat down with Russell Investments to discuss the case for investing beyond the U.S. Originally presented at a Russell Investments event for institutional investors.

November 2019 – Value Investing TV

Value Investing TV interviews CIO and Lead Portfolio Manager Dave Iben in Munich, Germany, and discuss why is he investing in hydroelectric power stations, uranium & gold.

December 2017 – Investec

Investec sits down with CIO and Lead Portfolio Manager Dave Iben to discuss why the best time to buy resources is when people don’t like them.

August 2017 – Investec

Dave Iben, CIO and Lead Portfolio Manager of Kopernik was part of The Investec Wealth Forum panel: Growth and Value Investing – an investor’s perspective.

Soft Close

Kopernik Founder and CIO Dave Iben will speak at the 2025 Value Investor Conference in New York on March 26. He was honored with the Fund Manager Lifetime Achievement Award* at the 2023 Value Investor Conference in London.

Watch the replay of Q4 2024 Conference Call held on Jan 30.

Watch the replay of the Optionality webinar held on May 16, 2024.

Kopernik has soft-closed the Kopernik Global All-Cap Fund to new investors effective June 1, 2023.

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*As voted by Investor Digest subscribers (non-client endorsement).

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Soft Close

In his latest commentary, Rivers of Babylon, CIO Dave Iben looks to the past for answers, explaining why we anticipate the return of value investing, how to identify value in momentum-based markets, and the importance of a value system in financial markets—both today and throughout history. (Jan 2025)

In the Navigating Market Inefficiencies whitepaper, the the Kopernik team explores the root causes of market inefficiencies and how our process capitalizes on them, providing insights for investors navigating these challenges. (Dec 2024)

Four years after our report on gold, we’ve updated our whitepaper to include silver, platinum, and palladium. We discuss gold’s long-term value, along with the monetary and industrial potential of other precious metals, emphasizing why investors should consider exposure to them in their portfolios. (Oct 2024)

 

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Soft Close

Thoughtful Money Podcast: CIO Dave Iben joined Adam Taggart’s podcast to discuss the year ahead, Kopernik’s value investment approach, and opportunities within today’s inefficient markets. He explained why active managers should be encouraged heading into 2025, and how abnormalities in the financial markets are not always negatives. (Jan 2025)

CIO Dave Iben was appointed as Chair of the Board of Advisors for the USC Marshall School of Business Center for Investment Studies. (Mar 2024)

Super Terrific Happy Hour with Stephanie Pomboy and Grant Williams Podcast: Dave Iben discusses how the bifurcated market presents opportunities in real assets in an inflationary environment. (Oct 2023)

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Our Namesake

The name “Kopernik” was inspired by Mikolaj Kopernik, better known by the Latin spelling, Nicolaus Copernicus, who proposed the heliocentric model of the universe in the early 1500s. We chose our eponym, Copernicus, in large part due to his willingness to trust his own analysis when it was dangerously unpopular with accepted beliefs of his time . What interests us is that he trusted his own observations instead of accepting what “everyone” thought to be true. He faced scorn for his “novel and incomprehensible” theses. Though primarily an astronomer, Kopernik also set forth a version of the “quantity theory of money,” a principal concept in economics to the present day. He also formulated a version of Gresham’s Law, predating Gresham.

As independent thinkers, Kopernik Global Investors honors Mikolaj Kopernik in the contemporary investment world. We believe that accomplished investors who trust their own analysis and instincts can generate significant excess returns as a result of market inefficiencies.

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