Investment Strategies – Global Opportunities

The Kopernik Global Opportunities strategy may be offered by Kopernik in various investment vehicles, including separate accounts and a publicly offered fund. More information is available upon request. The anticipated launch date is Q3 2026.

Kopernik’s investment philosophy is centered on the belief that market inefficiencies present numerous opportunities to identify quality businesses at attractive prices. The Firm utilizes bottom-up fundamental analysis to gain a thorough understanding of a company’s business and valuation.

The Kopernik Global Opportunities strategy seeks capital appreciation by investing in small/mid- to large-cap equities across the world including emerging and frontier markets, which Kopernik believes are trading at a significant discount to their risk-adjusted intrinsic values. Generally, the strategy does not invest in issuers with market capitalization below $3 billion, as measured at time of purchase.

Global Opportunities Strategy Guideline Maximums
(at purchase):		Weightage
Issuer7%
Industry130%
Sector135%
Country240%
Emerging markets3 (including Frontier4)60%

Generally, no investment in issuers with market capitalization below $3 billion, as measured at time of purchase.

  • 1Sector and Industry classifications shall be in accordance with the Global Industry Classification Standard (GICS ®) methodology.
  • 2Country classification based on MSCI classification (Bloomberg Country of Risk classification when MSCI is unavailable).
  • 3Kopernik defines Emerging Markets as those markets that may not be classified as Developed by MSCI.
  • 4 I.e. commodity ETFs, fixed income securities, etc.

Kopernik Global Opportunities FAQs