Overview

Our Investment Philosophy

Markets are inherently inefficient and significant alpha1 may be gained on a global basis via independent thought and rigorous research. The team predicates its intensive, original research on a shared philosophy set.

  • We view value as a prerequisite, not philosophy, in obtaining risk-adjusted alpha.
  • We view ourselves as owners of businesses.
  • We believe only through bottom-up fundamental analysis may a thorough, forward looking understanding of a company’s business and valuation be gained.
  • A global perspective enhances understanding of markets and companies of value.

 

For U.S. Investors                                           

Kopernik Global All-Cap Fund                   

Kopernik International Fund                   

After considerable consideration, and consistent with our approach of limiting capacity in order to enhance return potential, we have decided to proceed with soft close of the Kopernik Global All-Cap Fund effective March 31, 2017. Read more

       

Questions?

1-855-887-4KGI (4544) or funds@kopernikglobal.com

The Kopernik Global All-Cap Fund and Kopernik International Fund are distributed by SEI Investments Distribution Company, One Freedom Valley Drive, Oaks, PA, 19456, which is not affiliated with Kopernik Global Investors, LLC. Check the background of SEI Investments Distribution Co. on FINRA’s BrokerCheck.

1 Alpha is a measure of performance on a risk-adjusted basis.

Mutual fund investing involves risk, including possible loss of principal.  There can be no assurance that the Portfolio will achieve its stated objectives.  Equity funds are subject generally to market, market sector, market liquidity, issuer, and investment style risks, among other factors, to varying degrees, all of which are fully described in the Fund's prospectus.  Investments in foreign securities may under perform and may be more volatile than comparable U.S. securities because of the risks involving foreign economies and markets, foreign political systems, foreign regulatory standards, foreign currencies and taxes.  Investments in foreign and emerging markets present additional risks, such as difficulties in selling on a timely basis and at an acceptable price.

To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors, charges, and expenses before investing.  This and other information can be found in the Fund's prospectus, which may be obtained by contacting your investment professional or calling Kopernik Funds 1-855-887-4KGI (4544).  Read the prospectus carefully before investing or sending money.  Check with your investment professional to determine if the Fund is available for sale within their firm.  Not all funds are available for sale at all firms.

There is no guarantee that Kopernik Funds will meet their stated objectives.  The Kopernik Global All-Cap Fund and Kopernik International Fund are available to U.S. Investors only.

The Kopernik Global All-Cap Fund and Kopernik International Fund are offered only to citizens and residents of the U.S., and the information on this Internet site is intended only for such persons. Nothing on this Internet site should be considered a solicitation to buy or an offer to sell shares of this Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.