News & Views

News & Views

The Passenger (Jul 2016)

Taking cues from the 1977 Iggy Pop song bearing the same name, we discuss the distinctions between active/passive investing and why we at Kopernik prefer to be the driver, not the passenger.

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“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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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.

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Kopernik Perspective: Russia - It's not me, it's you (Apr 2015)

Stephen Rosenthal, CFA, Kopernik Analyst, and Mark McKinney, CFA, Kopernik Analyst and Portfolio Manager discuss Kopernik's approach to assessing the risk and opportunity of investing in Russian equities.

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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.

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I Did Nothing (And It Was Everything I Thought It Would Be) (Aug 2016)

Mark McKinney, CFA, Kopernik Analyst and Portfolio Manager, discusses the importance of "Why" we do what we do, our commitment in being disciplined in value investing and why that offers the best long term opportunity in a portfolio.

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Inconceivable (Oct 2014)

Mark McKinney, CFA, Kopernik Analyst and Portfolio Manager discusses our investment philosophy and process in more detail, with some specific examples, and how our approach leads to low correlation versus the benchmark and competition in the Global Value space.

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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.

 

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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.

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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.

 

 

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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.

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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.

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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.

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