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Kopernik Global Investors Letters & Research Archive

54 pieces · 2013–2026 · updated every Monday

2026

06-28Kopernik Q2 2026 Conference Call (Presentation)→04-15Kopernik Global All-Cap Fund — Monthly Holdings→04-15Kopernik Global All-Cap Fund — Quarterly Contribution Report→04-15Kopernik International Fund — Monthly Holdings→04-15Kopernik International Fund — Quarterly Contribution Report→03-28Kopernik Q1 2026 Conference Call (Transcript)→03-15Kopernik Global All-Cap Fund — Quarterly Commentary→03-15Kopernik International Fund — Quarterly Commentary→

2025

12-28Kopernik Q4 2025 Conference Call (Transcript)→09-28Kopernik Q3 2025 Conference Call (Transcript)→06-28Kopernik Q2 2025 Conference Call (Transcript)→04-15Value Investor Insight | Deputy CIO Alissa Corcoran on Value in Global Conglomerates & Miners | March 31, 2025→03-28Kopernik Q1 2025 Conference Call (Transcript)→

2024

12-28Kopernik Q4 2024 Conference Call (Transcript)→09-28Kopernik Q3 2024 Conference Call (Transcript)→02-1510 for 10→02-15Kopernik Perspective: Uranium (Aug 2020 Update)→02-15Kopernik Perspective: Gold (Jul 2020 Update)→02-15Kopernik in Conversation with Value Investor Insight – February 28, 2023→02-15Welling on Wall St. Profiles Kopernik: Provocative, Patient, Contrary – February 24, 2023→02-15The Wall Street Transcript Interview with Dave Iben: Find Better Bargains by Investing Outside the U.S.→02-15Value Investor Insight – featuring Dave Iben – July 31, 2020→02-15The Wall Street Transcript: Waiting for the Market to Have a Vastly Different Opinion – Featuring David Iben→

2021

11-15Lord make me green…but not yet (Nov 2021)→09-15Sedona (Sep 2021)→07-1529 Palms (Jul 2021)→

2020

12-15Calypso’s Market (Dec 2020)→09-15Kopernik Perspective: Mining (Sep 2020)→07-15Is This An Inflection Point For Passive Management? (Jul 2020)→05-15Making Plans for Nigel (May 2020)→03-15The Call of the Wild (Mar 2020)→

2019

11-15Welling on Wall St. – Listening In: Dave Iben – Embracing Vol, Hated Stocks (Nov 2019)→10-15Once Upon a Time on Wall Street (Oct 2019)→05-15The Renaissance and the Entropic Arrow of Time (May 2019)→

2018

10-15Waiting for Sebastian (Oct 2018)→06-15Master and Servant (Jun 2018)→

2017

12-15Runaway Train (Dec 2017)→06-15The Weight of the Wait (Jun 2017)→04-15Time in a Bottle (Apr 2017)→02-15Kopernik Perspective: Uranium (Feb 2017)→

2016

08-15Kopernik Perspective: Currency (Aug 2016)→05-15“When”-ing isn’t Everything, It’s the Only Thing! (May 2016)→02-15The Big Long (Feb 2016)→02-15Kopernik Perspective: Is Coal Dead? (Feb 2016)→

2015

07-15It’s Still Rock and Roll to Me (Jul 2015)→04-15Kopernik Perspective: Gold (Apr 2015)→04-15Kopernik Perspective: Russia – It’s not me, it’s you (Apr 2015)→01-15The Twilight Zone (Jan 2015)→

2014

10-15When Doves Cry (Oct 2014)→07-15Welling on Wall St. – Listening In: Dave Iben’s Kopernik Thrives Where Others Fear To Tread (Jul 2014)→06-15The Saddle Ridge Hoard (Jun 2014)→03-15Value Investor Insight Features David Iben (Mar 2014)→

2013

11-15The Wizard of Oz (Nov 2013)→07-15My Fair Lady (Jul 2013)→