About Kopernik Global Investors, LLC
Kopernik Global Investors is a global equity investment management specialist focused on a fundamental, bottom-up, and value-oriented process. Our job is to appraise businesses and take advantage of market inefficiencies. We never knowingly overpay, as value is not a philosophy - it is a prerequisite. We highly value independent thought and prefer to do our own research and analysis, where we have high conviction and more faith in our own conclusions than in the mainstream consensus. This often leads to portfolios with high active share and compellingly low correlation to benchmarks and our peers, providing meaningful diversification benefits to investors.
Kopernik is 100% employee-owned. The firm was founded in July 2013 by Dave Iben, the Managing Member, Founder, and Chief Investment Officer. Kopernik was built on the same investment philosophy and time-tested investment process that Dave Iben has been successfully developing over his 41-year career. As of September 30, 2023, Kopernik has 42 employees and manages approximately $6 billion (managed and advisory-only) across global and international equity strategies.
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11-50 employees
View all Kopernik Global Investors, LLC employees
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Financial Services
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(813) 314-6100
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302 Knights Run Avenue, Suite 1225, Tampa, FL 33602, US
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2013
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Investment Management, Global All-Cap Equity
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Frequently Asked Questions about Kopernik Global Investors, LLC
The decision makers in Kopernik Global Investors, LLC are Alissa Corcoran, Ken Morgan, Rob Cullinan, etc. Click to Find Kopernik Global Investors, LLC decision makers emails.
Kopernik Global Investors specializes in a fundamental, bottom-up, and value-oriented investment approach. This means we focus on analyzing individual companies and their intrinsic value rather than following market trends or macroeconomic forecasts. Our strategies are designed to identify undervalued equities across various sectors and geographies, allowing us to capitalize on market inefficiencies.
Kopernik Global Investors serves a diverse range of clients, including institutional investors, pension funds, endowments, foundations, and high-net-worth individuals. Our tailored investment solutions are designed to meet the unique needs and objectives of each client, ensuring that we align our strategies with their financial goals.
Kopernik Global Investors employs a global all-cap equity strategy, meaning we invest across a wide array of industries and sectors. Our investment universe includes, but is not limited to, technology, healthcare, consumer goods, financial services, and industrials. This diversified approach allows us to identify opportunities in both emerging and established markets.
Our team conducts thorough fundamental analysis to assess market inefficiencies. This includes evaluating a company's financial statements, competitive positioning, management quality, and industry trends. By identifying discrepancies between a company's market price and its intrinsic value, we aim to uncover investment opportunities that the market may have overlooked.
The minimum investment required to engage with Kopernik Global Investors can vary based on the specific investment strategy and client type. Typically, institutional clients may have different minimums compared to individual investors. It is best to contact our client services team directly for detailed information regarding minimum investment requirements tailored to your specific situation.
Kopernik Global Investors prioritizes transparency and open communication with our clients. We provide regular updates on portfolio performance, market outlooks, and investment strategies through quarterly reports and client meetings. Additionally, our team is always available to address any questions or concerns, ensuring that our clients are well-informed about their investments.
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