Kopernik Global Investors, LLC

Kopernik Analyst Taylor McKenna, CFA recently appeared on BNN Bloomberg TV to discuss factors driving increased copper prices and highlight gold and silver stocks to watch. Watch the full interview here: https://lnkd.in/ean9c9WR #valueinvesting #copper #gold #commodities

📅 Join us tomorrow, Thursday, May 16, 2024, at 11:00 am ET for a discussion on the role of optionality in long-term investing.   In a world full of uncertainties, optionality is key. It grants us the freedom (the option) to capitalize on opportunities and mitigate risks as they arise in the future. Options are choices; choices with optionality mean paying the right price for asymmetric return potential. Yet, we find that the market often undervalues this attribute, leaving many high-optionality companies trading below their true worth.   👥 Speakers: David B. Iben, CFA, CIO & Lead Portfolio Manager and Alissa Corcoran, CFA, Deputy CIO, Director of Research & Co-Portfolio Manager   🎙️Q&A hosted by: Mary Bracy, Managing Editor – Investment Communications   Join us tomorrow to explore optionality and how active investors can leverage it for value by using volatility to their advantage.   📝 Register now to secure your spot here: https://lnkd.in/eH8xpetG   #valueinvesting #optionality #webinar

We’re excited to announce that Kopernik will be hosting an event this November with Grant Williams and Stephanie Pomboy, co-hosts of The Super Terrific Happy Hour Podcast. 'The Super Terrific Happy Day' will take place on November 14 in Tampa, Florida, featuring a host of special guests as we explore a series of market misperceptions.   Guest speakers include: Felix Zulauf, Zulauf Consulting Peter Atwater, William & Mary Sy Jacobs, Jacobs Asset Management And more! Here's the link to register and secure your spot for the event: https://lnkd.in/gEyM458P   #valueinvesting #markets #conference

Our Deputy CIO Alissa Corcoran, CFA recently appeared on BNN Bloomberg TV to discuss opportunities Kopernik is finding in the gold mining sector and the optionality offered by many mining stocks. Watch the full interview here: https://lnkd.in/eQa4mSMJ #valueinvesting #gold #commodities 

Last weekend, our team took part in the PanCan PurpleStride Tampa Bay 2024 honoring the memory of Robb Lamont, Kopernik’s former General Counsel who passed away from pancreatic cancer in 2018.   PurpleStride is a fundraising walk dedicated to ending pancreatic cancer, a cause deeply important to Robb's family, and thus to the Kopernik team as well. It was a meaningful opportunity to honor Robb's legacy while supporting research and assistance for those impacted by the illness.   #PanCAN #teambuilding #beatcancer #purplestride

Join our 1st Quarter Conference Call today, Thursday, April 25, 2024, at 4:15 PM ET. David B. Iben, CFA and Alissa Corcoran, CFA will share insights for over 30 minutes, followed by a Q&A session. Register for the call by clicking here: https://lnkd.in/dmHTa2KE #valueinvesting

Last week, members of the Kopernik team helped distribute food at Feeding Tampa Bay’s Publix Community Market. It was truly rewarding to serve our Tampa Bay community by assisting 101 families in need. A big thank you to the Feeding Tampa Bay team for putting this together—it was an honor to participate!   #communityservice #tampabay

Kopernik CIO David B. Iben, CFA was appointed as Chair of the Board of Advisors for the USC Marshall School of Business Center for Investment Studies (CIS). As Board Chair, Dave will advise the Center Director in providing strategic insights and direction to help guide the Center's mission of advancing investment knowledge and experiential learning through academic research, student education, and industry engagement. This new role provides an opportunity for him to further expand his involvement by collaborating with the CIS board, as well as connecting with USC Marshall School alumni, faculty, and students. Read the full announcement here: https://lnkd.in/eJyhgjnq #usc #valueinvesting #academia

In his recent appearance on The Clockwork CIO podcast, our CIO David B. Iben, CFA offers a compelling insight into his career journey, combining personal anecdotes with professional wisdom. The podcast covers various aspects of Dave’s career, ranging from his formative years and inspirations to his profound understanding of markets, risk, and leadership. Listen Here: https://lnkd.in/epZGqHaC #leadership #independentthinking #valueinvesting

Unearthing opportunities in the mining sector: Kopernik Analyst Taylor McKenna, CFA was invited as a panelist on Benzinga's "Mining Unearthed: Navigating the Ore of Innovation” webinar to uncover attractive opportunities in the mining sector, focusing on miners where Kopernik maintains strong conviction. While gold prices are at all-time highs, the miners are trading at substantial discounts, presenting a chance to acquire optionality on sale. Check out Taylor’s interview https://lnkd.in/gxsYch2r, along with the complete panel discussion https://lnkd.in/gENP7JEy.   #mining #goldinvesting #valueinvesting