Kopernik Global Investors, LLC

For Thanksgiving this year, the Kopernik team celebrated by giving back to our local Tampa community. ? This past Saturday, we distributed food to families in the Tampa Bay area with the Metropolitan Ministries Holiday Assistance Program. Through this program, an estimated 30,000 families will receive support this holiday season. Additionally, the Kopernik team recently volunteered at Meacham Urban Farm, a downtown Tampa farm committed to eco-friendly practices and supporting the local community. We worked together to plant, learn new farming skills, and help strengthen our local food sources. We are thankful for our community, our team, and the opportunity to make a positive impact. #valueinvesting #teambuilding #thanksgiving #sharehope

Didn’t get the chance to join us for the Super Terrific Happy Day? The Kopernik team, along with Grant Williams and Stephanie Pomboy, would like to offer those who couldn’t attend the conference an opportunity to be part of the insightful conversations. Virtual passes for the conference are now available through the link below. This gives you access to:? ?? Video recordings and transcripts of fireside chats and panel discussions with conference speakers: Felix Zulauf, Peter Atwater, Sy Jacobs, Bob Rodriguez, Sir Steven Wilkinson, Dave Iben, and Cathie Wood. ?? The first-ever in-person recording of an episode of the Super Terrific Happy Hour podcast with Grant Williams and Stephanie Pomboy. ? If you sign up before Monday, you'll also gain access to an exclusive virtual Q&A with David B. Iben, CFA, Stephanie, and Grant on Dec 2, 2024 at 9:30 am ET. We hope to see you there! https://lnkd.in/gpfvBfEH #SuperTerrificHappyDay #Valueinvesting #VirtualEvent #MarketInsights

On November 14, Kopernik hosted “The Super Terrific Happy Day” conference in St. Petersburg with Grant Williams and Stephanie Pomboy. ? David B. Iben, CFA and Alissa Corcoran, CFA of Kopernik, along with several esteemed speakers, participated in an engaging discussion on market misperceptions and investing philosophies.? ? The Super Terrific Happy Day provided a platform for thought-provoking dialogue and the exchange of valuable perspectives. We would like to thank our guests and attendees for their time and contributions in making the conference a success. #SuperTerrificHappyDay #conference #valueinvesting

Kopernik recently welcomed our partners and investors to the firm’s inaugural Investor Day on November 13. During the event, attendees had the opportunity to attend panel discussions with our analysts on the firm’s investment approach and mispriced opportunities in emerging markets and real assets. ? The event concluded with dinner with members of the Kopernik team. We look forward to welcoming everyone back soon! ? #valueinvesting #emergingmarkets #realassets

We’re just days away from the Super Terrific Happy Day conference, and we’re excited to showcase the full speaker lineup! Co-hosted with Grant Williams and Stephanie Pomboy, the conference will focus on Exploring Common Misperceptions in the Marketplace. Our expert speakers will challenge prevailing myths and misconceptions that influence market behavior, offering fresh perspectives and valuable insights. Check out the full speaker lineup below — it’s shaping up to be a day filled with insightful discussions and learning opportunities. Register now: https://lnkd.in/gEyM458P We’re looking forward to seeing you there! #SuperTerrificHappyDay #Conference #MarketMisperceptions #ValueInvesting

We’re excited to feature three more speakers for the Super Terrific Happy Day on Thursday, November 14, 2024.?Grant Williams, Alissa Corcoran, CFA our Deputy CIO, and Felix Zulauf. We invite you to a one-day conference to explore the common market misperceptions! Register now:?https://lnkd.in/gEyM458P Stay tuned for our full line-up of speakers! #SuperTerrificHappyDay #conference #valueinvesting

Kopernik Analyst Taylor McKenna, CFA recently appeared on Schwab Network where he discussed the significance of lithium in EV infrastructure, and why Kopernik sees lithium producers like SQM and ALTM as promising investment opportunities. ? Watch the full interview here: https://lnkd.in/e2xn2PUQ ? #valueinvesting #Tesla #commodities #lithium

In 2020, our team explored the investment thesis for gold. Four years later, we have released an updated white paper that explores the investment case for other precious metals like silver, platinum, and palladium—as well as our continued conviction in gold. We explore how gold retains its value over the long term and highlights the monetary potential of platinum, silver, and palladium (on top of their substantial industrial uses). To discover why every investor should consider adding precious metals to their portfolio, read here:?https://lnkd.in/gwGVA_tD #valueinvesting #preciousmetals #gold

Our Deputy CIO?Alissa Corcoran, CFA recently appeared on BNN Bloomberg TV to share Kopernik’s top picks in precious metals. She emphasized our team’s long-term investment approach, and highlighted top picks in gold miners, as well as other metals like platinum and palladium. Watch the full interview here: https://lnkd.in/eD3ArPJE #valueinvesting #preciousmetals #gold

The Kopernik team has released an updated white paper outlining our investment thesis for mining. This paper explores the state of mining since 2020, explaining how Kopernik values mining companies and why the risk/reward profile for the miners is compelling. Read our updated white paper to learn more about our perspective on mining as an investment:? https://lnkd.in/ePWB-JBp #valueinvesting #mining