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The Wall Street Transcript Interview with Dave Iben: Find Better Bargains by Investing Outside the U.S.
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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 global pandemic is difficult enough, but Russia’s invasion of Ukraine has thrown another wrench into an increasingly complex and connected world. It goes without saying that Kopernik condemns the violence in Ukraine and hopes for…
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Institutional Investor Interview with Dave Iben: Opportunities in Eastern Europe – July 1, 2022
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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 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…
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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 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…
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Q4 2021 Conference Call
