Kopernik Launches Its Flagship Mutual Fund: Kopernik Global All-Cap Fund

Share Article

Kopernik Global Investors, LLC (“Kopernik”), today announced the launch and availability of its flagship mutual fund, the Kopernik Global All-Cap Fund (“Fund”)(Class A: KGGAX; Class I: KGGIX). The Fund focuses primarily on global equities across all market capitalizations and is managed by David B. Iben, CFA, who has been recognized by nationally known publications such as Bloomberg Markets and won several awards by nationally known rating agencies such as Lipper over his 32 year career.

We are pleased to launch the Fund at a time when undisciplined fiscal and monetary policy has led to an unusually bifurcated marketplace. We believe that this bodes well for active management.

Kopernik Global Investors, LLC (“Kopernik”), today announced the launch and availability of its flagship mutual fund, the Kopernik Global All-Cap Fund (“Fund”)(Class A: KGGAX; Class I: KGGIX). The Fund focuses primarily on global equities across all market capitalizations and is managed by David B. Iben, CFA, who has been recognized by nationally known publications such as Bloomberg Markets and won several awards by nationally known rating agencies such as Lipper over his 32 year career. The Fund is available on November 1 on several platforms including Merrill Lynch, where the I-share is available on Merrill Lynch’s discretionary and non-discretionary platforms.

The Fund’s investment objective is to provide long-term capital appreciation. Kopernik views itself as business owners and appraises those businesses by employing rigorous, bottom up, fundamental research. Value is considered a prerequisite and sustainability of value is paramount. As such, Kopernik’s bottom up models emphasize risk, key drivers, industry supply demand fundamentals, geopolitical factors and independent, unconventional thought.

“Philosophically, we believe that the markets are not always efficient, thus presenting opportunities for us to generate substantial value to the investment portfolios,” said Iben. “We believe that larger opportunity sets optimize our ability to find mispriced securities. Therefore, our Fund is structured to take advantage of prospects across most geographies, market caps, and security types. We are pleased to launch the Fund at a time when undisciplined fiscal and monetary policy has led to an unusually bifurcated marketplace. We believe that this bodes well for active management.”

About the Portfolio Manager, David B. Iben, CFA

David Iben, CFA, is Founder, Managing Member, Chief Investment Officer and Lead Portfolio Manager of Kopernik Global Investors, LLC. Prior to founding Kopernik, David managed the $2.7 billion Global Value Long-Short equity portfolio at Vinik Asset Management, where he was a director and head of the Global Value team from July 2012 through March 2013. Before Vinik, David was Co-Founder, Chief Investment Officer, Co-President and Lead Portfolio Manager of Tradewinds Global Investors, LLC, a $38 billion (at February 2012) investment firm. He directly managed more than $20 billion in global value investment funds and separately managed account assets at the time of his departure in June 2012. As the Co-Founder and CIO of Tradewinds Global Investors, he has been recognized by nationally known publications from Bloomberg and won several awards by nationally known rating agencies such as Lipper. In addition, over his 32 year career David oversaw portfolio and research functions for firms including Nuveen NWQ, Palladian Capital, Cramblit & Carney, and Farmers Group.

About Kopernik Global Investors, LLC

Kopernik Global Investors, LLC, a registered investment adviser under the Investment Advisers Act of 1940, was launched by David Iben on July 1, 2013. Kopernik provides investment management services for investment funds, institutions and separate accounts. Kopernik is a client-centric, 100% employee-owned firm. Many employees are invested in Kopernik’s strategies alongside other investors. For more information about the Fund, please visit the Kopernik Funds website at http://www.kopernikglobal.com, call 1-855-887-4KGI (4544) or email funds(at)kopernikglobal(dot)com.

To determine if this Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors, charges and expenses before investing. This and other information can be found in the Fund’s prospectus, which may be obtained by contacting your investment professional or calling Kopernik Funds at 1-855-887-4KGI (4544). Read the prospectus carefully before investing or sending money. Check with your investment professional to determine if the Fund is available for sale within their firm. Not all funds are available for sale at all firms.

Mutual fund investing involves risk, including possible loss of principal. There can be no assurance that the Portfolio will achieve its stated objectives. Equity funds are subject generally to market, market sector, market liquidity, issuer, and investment style risks, among other factors, to varying degrees, all of which are more fully described in the fund’s prospectus. Investments in foreign securities may underperform and may be more volatile than comparable U.S. securities because of the risks involving foreign economies and markets, foreign political systems, foreign regulatory standards, foreign currencies and taxes. Investments in foreign and emerging markets present additional risks, such as increased volatility and lower trading volume.

For more information on the Kopernik Global All-Cap Fund please call our toll free number at 1-855-887-4KGI (4544) or email funds(at)kopernikglobal(dot)com. The Kopernik Global All-Cap Fund is distributed by SEI Investments Distribution Co., which is not affiliated with Kopernik Global Investors, LLC.

Contact
Kassim Gaffar
Principal, Head of Distribution and Client Service
Kopernik Global Investors, LLC
813-314-6128
http://www.kopernikglobal.com

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Kassim Gaffar
Visit website