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The Role and Position of Cash in Kopernik Portfolios (May 2026)
How cash functions within Kopernik’s actively managed portfolios, how it provides optionality, and where we’re deploying it currently.
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Oil & Gas
Energy analyst Stephen Rosenthal shares Kopernik’s long‑term, fundamentals‑based perspective on the oil and gas sector.
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BNN Bloomberg | Analyst Taylor McKenna on Supply Dynamics in Commodities | April 10, 2026
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Q1 2026 Conference Call
Edited Transcript of the 1st Quarter 2026 Conference Call with Dave Iben Kopernik reviews the audio recording of the quarterly […]
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Kodachrome (Mar 2026)
“Humankind cannot bear very much reality.” —T. S. Eliot, Burnt Norton I was recently asked to speak at the Capstone […]
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Institutional Investor | Profile on Dave Iben & Firm’s Investment Approach | March 2, 2026
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BNN Bloomberg | Analyst Taylor McKenna on Top Picks in Minerals & Mining | February 6, 2026
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Q4 2025 Conference Call
Edited Transcript of the 4th Quarter 2025 Conference Call with Dave Iben and Alissa Corcoran Kopernik reviews the audio recording […]
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BNN Bloomberg | Analyst Taylor McKenna on Top Commodity Stocks for 2026 | December 9, 2025
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The Value Perspective Podcast | Co-CIO Dave Iben on Independent Research | November 10, 2025
