Kopernik Global Investors, LLC

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

As we gear up for the Super Terrific Happy Day on Thursday, November 14, 2024, we’re excited to feature three more speakers: David B. Iben, CFA, our Founder and CIO, Cathie Wood, and Sy Jacobs. Don't miss out on this opportunity to explore the common market misperceptions! Register now: https://lnkd.in/gEyM458P Stay tuned for more speaker spotlights!? #SuperTerrificHappyDay #conference #valueinvesting

Our Deputy CIO Alissa Corcoran, CFA recently appeared on BNN Bloomberg TV to discuss Kopernik’s value investment approach across sectors. She highlighted why Kopernik’s analysts find China and South Korea as two of the most attractively valued markets right now. Watch the full interview here: https://lnkd.in/ef63whfF #valueinvesting #emergingmarkets

In his latest commentary, Kopernik CIO David B. Iben, CFA weaves together ancient Egyptian history, the thoughts of Thomas Malthus, and Yuval Noah Harari’s book Sapiens to discuss how societies’ attitudes change over time, and how that change is reflected in their culture, history, and storytelling. Value investing has been the staple of investors for centuries, but periodically, society sets forth in search of a different story. The crowd chased new narratives in 1929, 1972, 1999, 2007, and, we would argue, 2024. When will the “Momentum God” of growth figuratively pass the torch back to “King Tut”? There are certainly many omens that the time is nigh. Read the full commentary here:?https://lnkd.in/gWMnCatC #valueinvesting #narratives