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.
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.
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....
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.
Kopernik CIO Dave Iben was interviewed by Robert Hunter from Value Invest.
Kopernik CIO Dave Iben was interviewed by Robert Hunter from Value Invest.
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.
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.
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.
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.
Mikolaj Kopernik, better known by the Latin spelling, Nicolaus Copernicus, proposed the heliocentric model of the universe in the early 1500s. 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 analyses and instincts can generate significant excess returns as a result of market inefficiencies driven by erroneous professional and academic theories and practices.