Managing Geopolitical Risk in a Global Portfolio


A Message from our CIO


In Conversation with Kopernik

March 2021 – Environmental, Social, and Governance (ESG)

Kopernik's President Neda Yarich hosted a discussion on Environmental, Social, and Governance (ESG) with Chief Investment Officer and Lead Portfolio Manager David Iben and Director of Research/Analyst Alissa Corcoran.

May 2020 – Russell Investments

Kopernik CIO and Lead Portfolio Manager, Dave Iben recently sat down with Russell Investments to discuss the case for investing beyond the U.S. Originally presented at a Russell Investments event for institutional investors.

November 2019 – Value Investing TV

Value Investing TV interviews David Iben, CIO and Lead Portfolio Manager of Kopernik, in Munich, Germany and discuss why is he investing in hydroelectric power station, uranium & gold.

December 2017 – Investec

Investec sits down with David Iben, CIO and Lead Portfolio Manager of Kopernik to discuss why the best time to buy resources is when people don’t like them.

August 2017 – Investec

David Iben, CIO and Lead Portfolio Manager of Kopernik, was part of The Investec Wealth Forum panel: Growth and Value Investing – an investor’s perspective.

Soft Close

Kopernik is announcing the soft close of the Kopernik Global All-Cap Fund to new investors effective June 1, 2023.

Click here to watch the replay of the Q4 2022 Conference Call held on Jan 26.

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The Super Terrific Happy Hour Podcast - With Stephanie Pomboy and Grant Williams featuring David Iben - July 8, 2020

A Value Investor's Reflection on a Unique Decade - Kopernik CIO Dave Iben (Jan 2023)

Iben Insights: In Proud Mary, CIO Dave Iben remarks on the course reversal of the Fed’s monetary policy following SVB's failure and showcases how scarce, necessary assets hold value in inflationary times. (Mar 2023) 

Kopernik Perspectives: Misunderstandings Present Great Opportunities - Analyst and International strategy Co-PM Mark McKinney (Jan 2023)




Antidote to Correlation

Value Investor Insight Interview: CIO Dave Iben and Deputy CIO Alissa Corcoran discuss the unique opportunities present in heavily discounted companies with scarce and necessary assets. (Feb 2023)

CFA Society Podcast Interview: Paul Olschwanger interviews Dave Iben on the progression of his career, future of value investing, and why to Kopernik, volatility is opportunity. (Nov 2022)

Bloor Street Capital Interview: Deputy CIO Alissa Corcoran discusses Kopernik's approach to uranium investing at the recent Nuclear & Uranium Conference. (Mar 2023)



Our Namesake

Mikolaj Kopernik, better known by the Latin spelling, Nicolaus Copernicus, proposed the heliocentric model of the universe in the early 1500s. What interests us is that he trusted his own observations instead of accepting what “everyone” thought to be true. He faced scorn for his “novel and incomprehensible” theses. Though primarily an astronomer, Kopernik also set forth a version of the “quantity theory of money,” a principal concept in economics to the present day. He also formulated a version of Gresham’s Law, predating Gresham.

As independent thinkers, Kopernik Global Investors honors Mikolaj Kopernik in the contemporary investment world. We believe that accomplished investors who trust their own analyses and instincts can generate significant excess returns as a result of market inefficiencies driven by erroneous professional and academic theories and practices.