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 09/30/18. The fund's latest filing disclosed 534MM in positions, representing 35% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 09/30/18. The fund's latest filing disclosed 534MM in positions, representing 35% of the manager's regulatory AUM.
KOPERNIK GLOBAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
KOPERNIK GLOBAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CCJ | 21.1% | Energy | 6.04% | 4.06% | 2 | 5% | ||
| RRC | 14.55% | Energy | -32.11% | -1.81% | 1 | 6% | ||
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FEATURED IN
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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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
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: http://www.kopernikglobal.com
Fax Number: 813-314-6101
Website: http://www.kopernikglobal.com
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