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JIG’S UP (Sep 2022)
It’s a fascinating world – this world of centralized management of the world’s economy. A scant eight years ago, investors […]
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Q2 2022 Conference Call
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Managing Geopolitical Risk in a Global Portfolio (July 2022)
A discussion on Kopernik’s definition and evaluation of geopolitical risk, and the opportunity it provides. Evaluating geopolitical risk in a […]
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A Differentiated Approach to ESG (July 2022)
Environmental, Social, and Governance (ESG) investing has been around for many decades, yet over the past few years, growth in […]
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Institutional Investor Interview with Dave Iben: Opportunities in Eastern Europe – July 1, 2022
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Q1 2022 Conference Call
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Financial Times Story featuring Dave Iben – Contrarian fund manager cautions against writing off Russia assets – April 10, 2022
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The Antidote to Correlation Webinar: Managing Geopolitical Risk in a Global Portfolio | April 7, 2022
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Changes in Latitude (Feb 2022)
“Visions of good times that brought so much pleasureMakes me want to go back againIf it suddenly ended tomorrowI could […]
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Q4 2021 Conference Call
