News & Views

News & Views

“When”-ing isn’t Everything, It’s the Only Thing! (May 2016)

Drawing similarities to the famous quote by Vince Lombardi, we discuss the currently inflated perception of the importance of ‘when’, the current opportunity to ‘win’, the prevalence of people playing not to lose, some thoughts on how the game is currently being played, and how this has left stocks so undervalued that returns are likely to be lucrative even if it takes a little time to materialize.

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The Big Long (Feb 2016)

Using the Academy Award winning film, The Big Short, David B. Iben, CFA discusses the current valuation environment of early 2016 and why the world is scripting it’s sequel. Arguing that we are not in the beginning of a bear market but rather near the late stages of a deep, powerful, psychologically challenging bear market. Dave explains the potential upside of current depressed valuations and why we are waiting patiently for an inevitable return to rationality.

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It's Still Rock and Roll to Me (Jul 2015)

David B. Iben, CFA discusses cyclicality in the financial markets. Whether it be clothes, entertainment or currencies, human preferences are ever changing making this market have an extraordinary level of peril and opportunity. And why, in the current highly-correlated investment environment, Kopernik uses a rigorous, bottom-up research process to mitigate it. Here at Kopernik, it’s still rock and roll to us.

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The Twilight Zone (Jan 2015)

Drawing parallels to the 1959 American TV show, David B. Iben, CFA discusses the current financial markets and why we believe, much like 1999 and 2008, we have crossed into the “twilight zone”, why this appears to be the buying opportunity of a lifetime and how Kopernik is taking full advantage where many prefer to buy high and sell low.

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When Doves Cry (Oct 2014)

David B. Iben, CFA discusses why we believe that valuation is the key determinant of risk (permanent loss of purchasing power) and why short-term price fluctuations are not risk, but are an annoying, often painful, creator of opportunity. While When Doves Cry reminds us of the Fed’s cooing over taking the risk out the marketplace, Prince’s apocalyptic anthem, 1999 will be used as a medium to lay out quite a bullish case for active management.

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Kopernik Perspective: Mining (Sep 2020)

In this white paper, Kopernik’s Investment Research team analyzes the potential risks and upsides of investing in the mining space and describes how Kopernik values mining companies.

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Kopernik Perspective: Uranium (Aug 2020 Update)

In this update of our 2017 white paper, analyst Steve Rosenthal discusses Kopernik’s perspective on uranium, its unique properties, and the global opportunities Kopernik is currently seeing in the industry.

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Is This An Inflection Point For Passive Management? (Jul 2020)

In this June 2020 white paper, analyst Taylor McKenna explores the similarities and differences between active and passive management strategies. He argues that passive management strategies, such as ETFs and closet indexers, cannot replicate a more active approach. Using the metaphor of a thoughtful baseball manager, Taylor suggests that active management adds value to an investment strategy.

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Kopernik Perspective: Gold (Jul 2020 Update)

In this update of our 2015 white paper, analyst and Director of Research Alissa Corcoran, CFA discusses Kopernik’s view on gold, its unique history, and the global opportunities Kopernik is finding in the industry.

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The Subtle Art...(Sep 2019)

Mark McKinney, CFA, Kopernik Analyst and Portfolio Manager discusses the opportunities that volatility can offer and why Kopernik focuses on long-term performance. Mark uses the popular 2016 self-help book by Mark Manson to offer interesting insights and applicability in the investment world.

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Kopernik Perspective: Uranium (Feb 2017)

Stephen Rosenthal, CFA, Kopernik Analyst, discusses Kopernik's view on Uranium.

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Financial Times Story featuring Dave Iben - Contrarian fund manager cautions against writing off Russia assets - April 10, 2022

Kopernik's CIO Dave Iben spoke to the Financial Times about why Russian assets still hold value, even in the wake of the war with Ukraine. Read the full feature on the Financial Times website here (Requires login)

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BNN TV - Featuring Alissa Corcoran - April 27, 2022

Kopernik Deputy CIO Alissa Corcoran appeared on BNN Bloomberg to provide a rundown of investment opportunities in emerging markets and explain how Kopernik evaluates geopolitical risk. You can watch the interview here.

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The Antidote to Correlation Webinar - Managing Geopolitical Risk in a Global Portfolio - April 7, 2022

On April 7, 2022, Kopernik Global Investors had a discussion on managing geopolitical risk in a global portfolio, apropos current events. It is Kopernik’s belief that today’s world almost requires that a considerable part of portfolios be allocated to emerging markets to provide refuge from the perils of significant overvaluations and protection from the inflation-driven erosion of purchasing power. Yet, there are many challenges when it comes to investing in developing countries. In this webinar, we discussed how Kopernik appraises and manages a portfolio of businesses in the various parts of the world.

Speakers: Alissa Corcoran, Deputy CIO, Director of Research, Analyst and Todd Tosti, Industrials Analyst

Hosted by: David Iben, Chief Investment Officer and Lead Portfolio Manager

Replay: Please use the webinar registration to view a video replay

PresentationManaging Geopolitical Risk in a Global Portfolio Webinar Presentation

Transcript: Edited Transcript of Managing Geopolitical Risk in a Global Portfolio Webinar

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Kopernik Global Investors Call: Investment Implications – Russia/Ukraine Conflict

David Iben, CIO & Lead Portfolio Manager and Alissa Corcoran, Deputy CIO & Director of Research discuss the investment implications of the Russia/Ukraine conflict. 

Update on Russia/Ukraine Exposures (as of March 10, 2022)

Kopernik: Thoughts on the Ukrainian Situation (as of February 24, 2022)

Presentation: Investment Implications – Russia/Ukraine Conflict Presentation

Video Replay: Kopernik Global Investors | Investment Implications - Russia/Ukraine Conflict (Vimeo)

Transcript: Edited Transcript of Investment Implications - Russia/Ukraine Conflict

Note, the discussion took place on Friday, February 25, 2022 at 11 am ET. We continue to monitor developments related to the Russia/Ukraine Conflict.

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Bloomberg TV - Featuring Alissa Corcoran - December 7, 2021

Kopernik's Deputy CIO Alissa Corcoran appeared on Bloomberg TV to discuss why Kopernik believes precious metal mining companies present an attractive investment opportunity. Watch the full segment here.

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BNN TV - Featuring Alissa Corcoran - December 21, 2021

Kopernik's Deputy CIO Alissa Corcoran appeared on Bloomberg TV to discuss Kopernik's top picks among gold miners. Watch the full segment here.

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