The curated database of hedge funds that publish investor letters. Research by geography, strategy, and schools of thought.
| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
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David B. Iben, CFA, is the Managing Member and Founder of Kopernik Global Investors, LLC, with 43 years of industry experience serving as Chief Investment Officer and Lead Portfolio Manager. Prior to founding Kopernik in July 2013, Mr. Iben managed the $2.7 billion Global Value Long/Short Equity portfolio at Vinik Asset Management. Previously, he was Co-Founder, Chief Investment Officer, Co-President and Lead Portfolio Manager of Tradewinds Global Investors, LLC. He began his career with Farmers Group, Inc. where over 14 years, he served as Senior Analyst, Lead Portfolio Manager, and Director of Research for both equity and fixed income strategies. He holds a Bachelor's degree from UC Davis and MBA from USC Marshall School of Business.
The investment philosophy targets mispriced securities derived from market dislocations caused by fear and greed. The portfolio emphasizes bottom-up fundamental research and defines risk as permanent capital loss and purchasing power erosion. Kopernik believes that market inefficiencies present numerous opportunities to identify quality businesses that are trading at significant discounts to their risk-adjusted intrinsic values. The Global All-Cap strategy seeks capital appreciation by investing in companies located throughout the world, including emerging and frontier markets. The adviser selects equity securities through rigorous bottom-up fundamental research emphasizing value-oriented criteria including price-to-earnings ratios and management strength.
Lead Portfolio Manager
No Signal Detected
Market Conviction
Growth Outlook
Risk Appetite
Capital Deployment
Forward Guidance
Language Signal
Perceived Risk
Opportunity Density
Time Horizon
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