News & Views

News & Views

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.

More

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.

More

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.

More

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.

More

The Saddle Ridge Hoard (Jun 2014)

Following the story of a California couple who stumbled on a coffee can filled with treasure, David B. Iben, CFA discussed the idea that investors often obsess over the wrong type of “risks’ and why this error in judgement presents outsized money-making opportunities.

More

Pages

Willful Blindness (Sep 2018)

Mark McKinney, CFA, Kopernik Analyst and Portfolio Manager discusses the biggest threats and dangers that investors don't see, not because they're secret or invisible, but because we are willfully blind. Topics include: the U.S. Stock Market, Non-GAAP Earnings, The Buyback Boom, Growth vs Value, Volatility, Emerging Markets, and Russia

More

Kopernik Perspective: Is Coal Dead? (Feb 2016)

Stephen Rosenthal, CFA, Kopernik Analyst, discusses the global demand for energy and how coal will continue to be a viable option to meet the energy needs of a growing population.

More

That Word. I Do Not Think It Means What You Think It Means. (May 2018)

Mark McKinney, CFA, Kopernik Analyst and Portfolio Manager discusses a wide array of topics including risk, earnings, tech privacy, and Blockchain.

More

It’s Like Déjà Vu All Over Again (Jan 2018)

Mark McKinney, CFA, Kopernik Analyst and Portfolio Manager discusses the valuation changes of the worlds stock markets, the current tech stock heavy environment, and a look at Blockchain mania.

More

Kopernik Perspective: Gold (Apr 2015)

Alissa Corcoran, CFA, Kopernik Analyst, discusses Kopernik's view on gold, its unique history, and the global opportunities Kopernik is finding in the industry.

More

I Don't Get It (Aug 2017)

Mark McKinney, CFA, Kopernik Analyst and Portfolio Manager, discusses central banking, quantitative easing, debt yields, ETF manias & cryptocurrencies and the effect they have on the current investing environment.

More

Pages

CFA Society of Dallas-Fort Worth | Charterholder Chatter interview with Dave Iben - November 3, 2022

Kopernik CIO Dave Iben recently sat down with Paul Olschwanger of Wendell Rhoads Consulting for an episode of Charterholder Chatter, sponsored by the CFA Society of Dallas-Fort Worth. Dave spoke to Paul about the progression of his investment career, what’s to come for the future of value investing, and why to Kopernik, volatility is opportunity.

You can listen to Dave’s full discussion on the CFA Society Dallas/Fort Worth Charterholder Chatter website or by clicking play in the player below.

 

More

BBN Bloomberg TV - Featuring Alissa Corcoran - November 3, 2022

Kopernik Deputy CIO Alissa Corcoran spoke with BNN Bloomberg TV about recent market trends, rising interest rates, value investing, and emerging markets. Watch Alissa’s full interview here.

More

Bloomberg Markets: The Close - featuring Alissa Corcoran - September 16, 2022

Our Deputy CIO Alissa Corcoran spoke to Bloomberg TV about global commodities, taking advantage of volatility, and the benefits of value investing. Watch Alissa’s interview here, beginning at 23:50.

More

The Wall Street Transcript Interview with Dave Iben: Find Better Bargains by Investing Outside the U.S.

Our CIO Dave Iben was recently interviewed by The Wall Street Transcript, where he discussed Kopernik’s investment philosophy and why companies in emerging markets are compelling for investors looking to construct a more diversified portfolio. Read the full interview here.

 

 

More

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

Update on Russia/Ukraine Exposures (as of August 2, 2022)

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

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

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.

More

Institutional Investor Interview with Dave Iben: Opportunities in Eastern Europe - July 1, 2022

Recently, Kopernik CIO Dave Iben spoke with Institutional Investor for a deep dive on the importance of investing in emerging markets—including Ukraine and Russia—and discussed where exactly to find opportunities in Eastern Europe. Read Dave’s full interview here.

More

Pages