-
The Wall Street Transcript Interview with Dave Iben: Find Better Bargains by Investing Outside the U.S.
-
Q2 2022 Conference Call
-
Managing Geopolitical Risk in a Global Portfolio (July 2022)
IMPORTANT NOTICE: HISTORICAL COMMENTARY FROM JULY 2022 This Kopernik investment commentary was originally prepared and distributed in July 2022. This commentary is being shared for historical reference purposes only and has not been updated or revised to reflect current market conditions, economic developments, regulatory changes, or investment perspectives. Please refer below for additional relevant historical…
-
Institutional Investor Interview with Dave Iben: Opportunities in Eastern Europe – July 1, 2022
-
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 ESG investing has turned hyperbolic. Yet how to define ESG is difficult. Despite the efforts of many, there is no consistent framework or set of ESG standards – and nor should there be, in our…
-
Q1 2022 Conference Call
-
Financial Times Story featuring Dave Iben – Contrarian fund manager cautions against writing off Russia assets – April 10, 2022
-
The Antidote to Correlation Webinar: Managing Geopolitical Risk in a Global Portfolio | April 7, 2022
-
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 somehow adjust to the fallGood times and riches and son of a bitchesI’ve seen more than I can recall It’s these changes in latitudes, changes in attitudesNothing remains quite the same” -Jimmy Buffett I’ve now…
-
Q4 2021 Conference Call
