KOPERNIK GLOBAL Overview

Kopernik Global Investors Llc is an investment advisor that manages 1.5 BN dollars in regulatory AUM and has 32 employees, of which 14 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 467MM in positions, representing 31% of the manager's regulatory AUM.

KOPERNIK GLOBAL StockAlpha

-5.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

KOPERNIK GLOBAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CCJ 14.27% Energy 19.74% 1.79% 3 5%
RGLD 10.83% Materials -10.38% -1.74% 1 9%
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FEATURED IN
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KOPERNIK GLOBAL Founders and Key Employees

Name Title In Position Since
David B. Iben Manager, Chief Investment Officer June-2013
Isabel Satra Chief Financial Officer June-2013
Robert S. Lamont General Counsel And Chief Compliance Officer August-2013
Neda Yarich Chief Administrative Officer May-2014

KOPERNIK GLOBAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

KOPERNIK GLOBAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Methods of Analysis and Investment Strategies

Kopernik implements its investment strategies through an active, research-driven, fundamentals- based, value-oriented process. Kopernik’s investment discipline typically seeks to identify potential investments that trade at significant discounts to their intrinsic value (as determined by Kopernik’s analysis). For strategies that permit short selling, short positions will generally be taken in the securities of companies which, in Kopernik’s view, are overvalued by the market, with an emphasis on securities selling at significant premiums to their intrinsic values (as determined by Kopernik’s analysis).

Kopernik’s stock selection process is driven by bottom-up fundamental research. The stock selection process is distinguished by industry specialization and fundamental analysis. Each of Kopernik’s research analysts continually evaluates comp...
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KOPERNIK GLOBAL Portfolio Concentration

KOPERNIK GLOBAL Location

TWO HARBOUR PLACE
302 KNIGHTS RUN AVENUE, SUITE 1225
TAMPA, Florida
UNITED STATES, 33602

KOPERNIK GLOBAL Contact Information

Phone Number: 813-314-6100
Fax Number: 813-314-6101
Website:

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