Hedge Fund - Kopernik Global Investors

Kopernik Global Investors, established by David Iben on July 1, 2013, is a Florida-based hedge fund manager regulated under the Investment Advisers Act of 1940. The firm, named after astronomer Nicolaus Copernicus, emphasizes independent thinking akin to Copernicus's reliance on observations rather than prevailing beliefs.

David Iben serves as the Lead Portfolio Manager for the Kopernik Global All-Cap and Global Unconstrained strategies and as Co-Portfolio Manager for the Kopernik International and Global Long-Term Opportunities strategies. He holds the roles of Chief Investment Officer, Managing Member, Founder, and Chairman of the Board of Governors at Kopernik Global Investors. Before founding Kopernik, David managed the $2.7 billion Global Value Long/Short Equity portfolio at Vinik Asset Management, where he also served as Director and Head of the Global Value team from July 2012 to March 2013. Previously, he co-founded and served as Chief Investment Officer and Co-President of Tradewinds Global Investors, LLC, overseeing over $38 billion in assets. David began his career at Farmers Group, Inc., ultimately serving as Chief Investment Officer responsible for $16 billion in assets before leaving in 1996. David earned his bachelor’s degree from the University of California, Davis, and his MBA from the University of Southern California Marshall School of Business. He is also a Chartered Financial Analyst® (CFA) charterholder.

Kopernik Global Investors, a hedge fund managing discretionary assets totaling $5,490,380,153 as of their Form ADV dated March 2024, serves 13 clients. Their Q1 2024 13F filing reported $953,405,477 in managed 13F securities, with a top 10 holdings concentration of 86.5%. Notably, Kopernik Global Investors' largest holding is 18,362,209 shares of Southwestern Energy Co.