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Queen Hatshepsut (Sep 2024)
Luxor is a fascinating place. So much history. And it has changed a lot since I last visited 35 years ago. It […]
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10 for 10
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Don’t Cry For Me Argentina (Feb 2024)
This commentary was initially penned in Buenos Aires, a beautiful city with wonderful people, food, sights, and a fascinating history. […]
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Money (Dec 2023)
The marketplace believes, almost unanimously, that economic weakness causes less inflation. We believe this tenet to be way off base, […]
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David (Dave) Iben CFA
Chief Investment Officer and Lead Portfolio Manager David Iben is the Lead Portfolio Manager of the Kopernik Global All-Cap and […]
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Jacoby Transfers (Jul 2023)
Bridge is a fascinating card game. It combines strategy and memory, bidding the hand with playing the hand. Part of […]
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Proud Mary (Mar 2023)
In the early 1970s, my favorite band was CCR (Creedence Clearwater Revival). Great beat, excellent guitar work, I like the […]
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A Value Investor’s Reflections on a Unique Decade (Jan 2023)
Dear Kopernik Friends and Partners, While last year seemed like one for the record books in many ways, think about […]
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JIG’S UP (Sep 2022)
It’s a fascinating world – this world of centralized management of the world’s economy. A scant eight years ago, investors […]
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Changes in Latitude (Feb 2022)
“Visions of good times that brought so much pleasureMakes me want to go back againIf it suddenly ended tomorrowI could […]
